Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-248
| Closed | -$24K | – | 2322 |
|
|
2021
Q1 | $24K | Sell |
248
-300
| -55% | -$29K | ﹤0.01% | 1982 |
|
|
2020
Q4 | $51K | Hold |
548
| – | – | ﹤0.01% | 1394 |
|
|
2020
Q3 | $44K | Hold |
548
| – | – | ﹤0.01% | 1263 |
|
|
2020
Q2 | $37K | Hold |
548
| – | – | ﹤0.01% | 1267 |
|
|
2020
Q1 | $31K | Hold |
548
| – | – | ﹤0.01% | 1236 |
|
|
2019
Q4 | $36K | Hold |
548
| – | – | ﹤0.01% | 1260 |
|
|
2019
Q3 | $32K | Buy |
+548
| New | +$32K | ﹤0.01% | 1126 |
|