SNS Financial Group’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
Q2 | – | Sell |
-4,985
| Closed | -$425K | – | 211 |
|
|
2022
Q1 | $425K | Sell |
4,985
-3,375
| -40% | -$288K | 0.05% | 133 |
|
|
2021
Q4 | $759K | Hold |
8,360
| – | – | 0.08% | 103 |
|
|
2021
Q3 | $803K | Sell |
8,360
-1,125
| -12% | -$108K | 0.1% | 97 |
|
|
2021
Q2 | $943K | Buy |
9,485
+340
| +4% | +$33.8K | 0.12% | 86 |
|
|
2021
Q1 | $867K | Buy |
9,145
+1,155
| +14% | +$110K | 0.12% | 86 |
|
|
2020
Q4 | $746K | Buy |
+7,990
| New | +$746K | 0.11% | 95 |
|