South Shore Capital Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $225K | Sell |
2,830
-5
| -0.2% | -$398 | 0.52% | 62 |
|
|
2022
Q2 | $238K | Sell |
2,835
-222
| -7% | -$18.6K | 0.5% | 69 |
|
|
2022
Q1 | $310K | Buy |
3,057
+41
| +1% | +$4.16K | 0.51% | 63 |
|
|
2021
Q4 | $325K | Buy |
3,016
+7
| +0.2% | +$754 | 0.53% | 62 |
|
|
2021
Q3 | $296K | Sell |
3,009
-10
| -0.3% | -$984 | 0.54% | 68 |
|
|
2021
Q2 | $297K | Sell |
3,019
-102
| -3% | -$10K | 0.53% | 70 |
|
|
2021
Q1 | $284K | Sell |
3,121
-342
| -10% | -$31.1K | 0.28% | 93 |
|
|
2020
Q4 | $298K | Buy |
+3,463
| New | +$298K | 0.29% | 89 |
|