Realta Investment Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-110
| Closed | -$4.04K | – | 356 |
|
|
2024
Q3 | $4.04K | Hold |
110
| – | – | ﹤0.01% | 325 |
|
|
2024
Q2 | $3.69K | Buy |
110
+27
| +33% | +$905 | ﹤0.01% | 738 |
|
|
2024
Q1 | $2.68K | Buy |
+83
| New | +$2.68K | ﹤0.01% | 775 |
|
|
2023
Q4 | – | Sell |
-111
| Closed | -$3.51K | – | 517 |
|
|
2023
Q3 | $3.51K | Hold |
111
| – | – | ﹤0.01% | 736 |
|
|
2023
Q2 | $3.51K | Buy |
+111
| New | +$3.51K | ﹤0.01% | 778 |
|
|
2023
Q1 | – | Sell |
-141
| Closed | -$4.24K | – | 515 |
|
|
2022
Q4 | $4.24K | Hold |
141
| – | – | ﹤0.01% | 774 |
|
|
2022
Q3 | $4K | Buy |
+141
| New | +$4K | ﹤0.01% | 753 |
|