Prio Wealth Limited Partnership’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.94M | Hold |
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|
2024
Q2 | $1.81M | Sell |
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|
2024
Q1 | $1.85M | Sell |
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|
2023
Q4 | $1.76M | Hold |
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|
2023
Q3 | $1.61M | Hold |
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|
2023
Q2 | $1.7M | Hold |
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|
2023
Q1 | $1.67M | Hold |
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|
2022
Q4 | $1.53M | Hold |
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|
2022
Q3 | $1.3M | Hold |
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|
2022
Q2 | $1.46M | Hold |
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|
2022
Q1 | $1.71M | Hold |
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|
2021
Q4 | $1.85M | Hold |
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|
2021
Q3 | $1.82M | Buy |
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|
2021
Q2 | $1.74M | Hold |
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|
2021
Q1 | $1.67M | Buy |
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|
2020
Q4 | $1.59M | Buy |
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|
2020
Q3 | $1.38M | Hold |
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|
2020
Q2 | $1.32M | Sell |
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|
2020
Q1 | $1.2M | Sell |
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|
2019
Q4 | $2.25M | Buy |
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|
2019
Q3 | $2.09M | Buy |
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|
2019
Q2 | $1.98M | Sell |
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|
2019
Q1 | $2.01M | Buy |
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|
2018
Q4 | $1.56M | Buy |
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|
2018
Q3 | $1.56M | Buy |
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|
2018
Q2 | $1.47M | Buy |
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