Sandbox Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,146
| Closed | -$249K | – | 93 |
|
|
2023
Q2 | $249K | Buy |
3,146
+27
| +0.9% | +$2.13K | 0.13% | 82 |
|
|
2023
Q1 | $247K | Sell |
3,119
-1,038
| -25% | -$82.2K | 0.15% | 74 |
|
|
2022
Q4 | $328K | Buy |
4,157
+36
| +0.9% | +$2.84K | 0.23% | 55 |
|
|
2022
Q3 | $292K | Hold |
4,121
| – | – | 0.21% | 59 |
|
|
2022
Q2 | $329K | Buy |
4,121
+40
| +1% | +$3.19K | 0.23% | 57 |
|
|
2022
Q1 | $348K | Hold |
4,081
| – | – | 0.2% | 59 |
|
|
2021
Q4 | $370K | Sell |
4,081
-880
| -18% | -$79.8K | 0.23% | 52 |
|
|
2021
Q3 | $477K | Buy |
+4,961
| New | +$477K | 0.34% | 37 |
|