Rowland Carmichael 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $15K | Buy |
364
+89
| +32% | +$3.67K | ﹤0.01% | 343 |
|
|
2020
Q3 | $10K | Sell |
275
-99
| -26% | -$3.6K | ﹤0.01% | 327 |
|
|
2020
Q2 | $12K | Sell |
374
-39,872
| -99% | -$1.28M | 0.01% | 320 |
|
|
2020
Q1 | $1.1M | Buy |
40,246
+39,900
| +11,532% | +$1.09M | 0.56% | 32 |
|
|
2019
Q4 | $12K | Hold |
346
| – | – | ﹤0.01% | 334 |
|
|
2019
Q3 | $11K | Buy |
346
+225
| +186% | +$7.15K | ﹤0.01% | 334 |
|
|
2019
Q2 | $4K | Hold |
121
| – | – | ﹤0.01% | 323 |
|
|
2019
Q1 | $4K | Buy |
+121
| New | +$4K | ﹤0.01% | 323 |
|