RJFSA
Raymond James Financial Services Advisors’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $218K | Sell |
1,608
-91
| -5% | -$12.4K | ﹤0.01% | 3133 |
|
|
2024
Q2 | $218K | Hold |
1,699
| – | – | ﹤0.01% | 3066 |
|
|
2024
Q1 | $215K | Buy |
+1,699
| New | +$215K | ﹤0.01% | 3051 |
|
|
2023
Q1 | – | Sell |
-2,280
| Closed | -$209K | – | 3278 |
|
|
2022
Q4 | $209K | Sell |
2,280
-202
| -8% | -$18.5K | ﹤0.01% | 2832 |
|
|
2022
Q3 | $213K | Hold |
2,482
| – | – | ﹤0.01% | 2812 |
|
|
2022
Q2 | $223K | Sell |
2,482
-512
| -17% | -$46K | ﹤0.01% | 2804 |
|
|
2022
Q1 | $328K | Sell |
2,994
-902
| -23% | -$98.8K | ﹤0.01% | 2648 |
|
|
2021
Q4 | $453K | Buy |
+3,896
| New | +$453K | ﹤0.01% | 2440 |
|