RPg Family Wealth Advisory’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,719
| Closed | -$113K | – | 283 |
|
|
2019
Q4 | $113K | Hold |
1,719
| – | – | 0.06% | 116 |
|
|
2019
Q3 | $100K | Hold |
1,719
| – | – | 0.06% | 118 |
|
|
2019
Q2 | $99.2K | Buy |
1,719
+180
| +12% | +$10.4K | 0.06% | 120 |
|
|
2019
Q1 | $90.8K | Buy |
1,539
+220
| +17% | +$13K | 0.05% | 124 |
|
|
2018
Q4 | $69.9K | Hold |
1,319
| – | – | 0.07% | 89 |
|
|
2018
Q3 | $76.9K | Hold |
1,319
| – | – | 0.06% | 92 |
|
|
2018
Q2 | $74.7K | Hold |
1,319
| – | – | 0.06% | 95 |
|
|
2018
Q1 | $77.6K | Buy |
1,319
+200
| +18% | +$11.8K | 0.06% | 78 |
|
|
2017
Q4 | $66.2K | Hold |
1,119
| – | – | 0.06% | 99 |
|
|
2017
Q3 | $64.8K | Hold |
1,119
| – | – | 0.05% | 114 |
|
|
2017
Q2 | $62.1K | Buy |
+1,119
| New | +$62.1K | 0.05% | 116 |
|