Spire Wealth Management’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,433
| Closed | -$166K | – | 2247 |
|
|
2024
Q1 | $166K | Sell |
2,433
-246
| -9% | -$16.8K | ﹤0.01% | 828 |
|
|
2023
Q4 | $169K | Buy |
2,679
+695
| +35% | +$43.8K | 0.01% | 808 |
|
|
2023
Q3 | $113K | Buy |
1,984
+657
| +50% | +$37.5K | ﹤0.01% | 913 |
|
|
2023
Q2 | $80.8K | Buy |
1,327
+1,316
| +11,964% | +$80.2K | ﹤0.01% | 1035 |
|
|
2023
Q1 | $655 | Buy |
+11
| New | +$655 | ﹤0.01% | 2443 |
|
|
2021
Q3 | – | Sell |
-142
| Closed | -$10K | – | 2579 |
|
|
2021
Q2 | $10K | Buy |
+142
| New | +$10K | ﹤0.01% | 2106 |
|