Stonebridge Financial Planning Group’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-151
Closed -$16K 180
2021
Q4
$16K Hold
151
0.01% 307
2021
Q3
$17K Buy
151
+1
+0.7% +$113 0.01% 307
2021
Q2
$16K Buy
+150
New +$16K 0.01% 317