Sargent Bickham Lagudis’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $51K | Buy |
939
+5
| +0.5% | +$271 | ﹤0.01% | 436 |
|
|
2022
Q3 | $43K | Hold |
934
| – | – | ﹤0.01% | 437 |
|
|
2022
Q2 | $49K | Buy |
934
+18
| +2% | +$944 | ﹤0.01% | 422 |
|
|
2022
Q1 | $56K | Hold |
916
| – | – | ﹤0.01% | 430 |
|
|
2021
Q4 | $63K | Buy |
916
+9
| +1% | +$619 | ﹤0.01% | 412 |
|
|
2021
Q3 | $61K | Hold |
907
| – | – | 0.01% | 409 |
|
|
2021
Q2 | $61K | Buy |
+907
| New | +$61K | 0.01% | 418 |
|