RPg Family Wealth Advisory’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $124K | Hold |
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|
2019
Q3 | $114K | Hold |
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|
2019
Q2 | $112K | Buy |
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|
2019
Q1 | $97.6K | Buy |
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|
2018
Q4 | $74.8K | Hold |
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|
2018
Q3 | $86.8K | Hold |
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|
2018
Q2 | $81.1K | Hold |
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|
2018
Q1 | $79K | Buy |
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|
2017
Q4 | $68.7K | Hold |
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|
2017
Q3 | $63.7K | Hold |
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|
2017
Q2 | $61.4K | Buy |
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