Stonebridge Financial Planning Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,265
| Closed | -$49K | – | 182 |
|
|
2021
Q4 | $49K | Hold |
1,265
| – | – | 0.03% | 220 |
|
|
2021
Q3 | $53K | Sell |
1,265
-110
| -8% | -$4.61K | 0.03% | 216 |
|
|
2021
Q2 | $61K | Hold |
1,375
| – | – | 0.03% | 193 |
|
|
2021
Q1 | $59K | Buy |
1,375
+1,280
| +1,347% | +$54.9K | 0.03% | 197 |
|
|
2020
Q4 | $4K | Hold |
95
| – | – | ﹤0.01% | 369 |
|
|
2020
Q3 | $4K | Hold |
95
| – | – | ﹤0.01% | 359 |
|
|
2020
Q2 | $3K | Hold |
95
| – | – | ﹤0.01% | 367 |
|
|
2020
Q1 | $3K | Buy |
+95
| New | +$3K | ﹤0.01% | 380 |
|