Personal Wealth Partners’s iShares MSCI ACWI Low Carbon Target ETF CRBN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,677
| Closed | -$600K | – | 12 |
|
|
2022
Q1 | $600K | Hold |
3,677
| – | – | 0.26% | 42 |
|
|
2021
Q4 | $640K | Hold |
3,677
| – | – | 0.26% | 42 |
|
|
2021
Q3 | $604K | Hold |
3,677
| – | – | 0.25% | 40 |
|
|
2021
Q2 | $610K | Hold |
3,677
| – | – | 0.25% | 42 |
|
|
2021
Q1 | $574K | Hold |
3,677
| – | – | 0.26% | 42 |
|
|
2020
Q4 | $547K | Hold |
3,677
| – | – | 0.26% | 37 |
|
|
2020
Q3 | $482K | Hold |
3,677
| – | – | 0.25% | 37 |
|
|
2020
Q2 | $444K | Hold |
3,677
| – | – | 0.24% | 38 |
|
|
2020
Q1 | $376K | Hold |
3,677
| – | – | 0.23% | 42 |
|
|
2019
Q4 | $476K | Hold |
3,677
| – | – | 0.21% | 39 |
|
|
2019
Q3 | $442K | Hold |
3,677
| – | – | 0.2% | 42 |
|
|
2019
Q2 | $440K | Hold |
3,677
| – | – | 0.21% | 38 |
|
|
2019
Q1 | $429K | Buy |
+3,677
| New | +$429K | 0.23% | 38 |
|