Patten Group’s FlexShares STOXX Global ESG Select Index Fund ESGG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-170
| Closed | -$15K | – | 295 |
|
2018
Q4 | $15K | Hold |
170
| – | – | 0.01% | 395 |
|
2018
Q3 | $17K | Hold |
170
| – | – | 0.01% | 447 |
|
2018
Q2 | $16K | Hold |
170
| – | – | 0.01% | 420 |
|
2018
Q1 | $16K | Hold |
170
| – | – | 0.01% | 422 |
|
2017
Q4 | $16K | Hold |
170
| – | – | 0.01% | 449 |
|
2017
Q3 | $15K | Buy |
170
+145
| +580% | +$12.8K | 0.01% | 444 |
|
2017
Q2 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 596 |
|