Sanford Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,579
| Closed | -$254K | – | 125 |
|
|
2022
Q3 | $254K | Hold |
3,579
| – | – | 0.07% | 98 |
|
|
2022
Q2 | $286K | Hold |
3,579
| – | – | 0.08% | 94 |
|
|
2022
Q1 | $305K | Sell |
3,579
-280
| -7% | -$23.9K | 0.08% | 85 |
|
|
2021
Q4 | $350K | Buy |
3,859
+1,040
| +37% | +$94.3K | 0.08% | 82 |
|
|
2021
Q3 | $271K | Hold |
2,819
| – | – | 0.07% | 91 |
|
|
2021
Q2 | $280K | Hold |
2,819
| – | – | 0.07% | 88 |
|
|
2021
Q1 | $267K | Hold |
2,819
| – | – | 0.07% | 90 |
|
|
2020
Q4 | $263K | Buy |
+2,819
| New | +$263K | 0.08% | 84 |
|