Rockbridge Investment Management’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14
| Closed | -$1.63K | – | 280 |
|
|
2023
Q4 | $1.63K | Buy |
+14
| New | +$1.63K | ﹤0.01% | 567 |
|
|
2022
Q3 | – | Sell |
-14
| Closed | -$1.26K | – | 265 |
|
|
2022
Q2 | $1.26K | Hold |
14
| – | – | ﹤0.01% | 562 |
|
|
2022
Q1 | $1.54K | Hold |
14
| – | – | ﹤0.01% | 708 |
|
|
2021
Q4 | $2K | Hold |
14
| – | – | ﹤0.01% | 719 |
|
|
2021
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 704 |
|
|
2021
Q2 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 699 |
|