Sargent Bickham Lagudis’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $28.3K | Hold |
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|
2022
Q3 | $24K | Hold |
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|
2022
Q2 | $27K | Sell |
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|
2022
Q1 | $32K | Buy |
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|
2021
Q4 | $33K | Buy |
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|
2021
Q3 | $32K | Buy |
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|
2021
Q2 | $32K | Buy |
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|
2021
Q1 | $30K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $467K | Hold |
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|
2019
Q3 | $436K | Hold |
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|
2019
Q2 | $437K | Hold |
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|
2019
Q1 | $429K | Hold |
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|
2018
Q4 | $390K | Buy |
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