Sowell Financial Services’s FlexShares STOXX Global ESG Select Index Fund ESGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,620
| Closed | -$223K | – | 1171 |
|
|
2021
Q1 | $223K | Buy |
1,620
+510
| +46% | +$70.2K | 0.01% | 990 |
|
|
2020
Q4 | $138K | Sell |
1,110
-358
| -24% | -$44.5K | 0.01% | 1020 |
|
|
2020
Q3 | $161K | Buy |
1,468
+84
| +6% | +$9.21K | 0.01% | 807 |
|
|
2020
Q2 | $142K | Sell |
1,384
-1,084
| -44% | -$111K | 0.01% | 852 |
|
|
2020
Q1 | $214K | Sell |
2,468
-151
| -6% | -$13.1K | 0.02% | 630 |
|
|
2019
Q4 | $282K | Sell |
2,619
-27
| -1% | -$2.91K | 0.02% | 603 |
|
|
2019
Q3 | $263K | Buy |
+2,646
| New | +$263K | 0.02% | 568 |
|