Prime Capital Investment Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,325
| Closed | -$244K | – | 1005 |
|
|
2023
Q4 | $244K | Buy |
+2,325
| New | +$244K | ﹤0.01% | 808 |
|
|
2020
Q3 | – | Sell |
-2,652
| Closed | -$186K | – | 464 |
|
|
2020
Q2 | $186K | Sell |
2,652
-422
| -14% | -$29.6K | 0.02% | 233 |
|
|
2020
Q1 | $177K | Hold |
3,074
| – | – | 0.02% | 201 |
|
|
2019
Q4 | $219K | Hold |
3,074
| – | – | 0.03% | 190 |
|
|
2019
Q3 | $201K | Hold |
3,074
| – | – | 0.03% | 197 |
|
|
2019
Q2 | $198K | Buy |
+3,074
| New | +$198K | 0.04% | 174 |
|