Pin Oak Investment Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-88
| Closed | -$3K | – | 435 |
|
|
2022
Q4 | $3K | Hold |
88
| – | – | ﹤0.01% | 377 |
|
|
2022
Q3 | $3K | Hold |
88
| – | – | ﹤0.01% | 345 |
|
|
2022
Q2 | $3K | Hold |
88
| – | – | ﹤0.01% | 368 |
|
|
2022
Q1 | $3K | Hold |
88
| – | – | ﹤0.01% | 385 |
|
|
2021
Q4 | $4K | Buy |
88
+38
| +76% | +$1.73K | ﹤0.01% | 372 |
|
|
2021
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 374 |
|
|
2021
Q2 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 372 |
|