Stratos Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,449
| Closed | -$334K | – | 1505 |
|
|
2024
Q2 | $334K | Buy |
4,449
+207
| +5% | +$15.5K | 0.01% | 1058 |
|
|
2024
Q1 | $334K | Sell |
4,242
-62
| -1% | -$4.88K | 0.01% | 1060 |
|
|
2023
Q4 | $349K | Sell |
4,304
-186
| -4% | -$15.1K | 0.01% | 1010 |
|
|
2023
Q3 | $335K | Buy |
4,490
+99
| +2% | +$7.38K | 0.01% | 966 |
|
|
2023
Q2 | $347K | Buy |
4,391
+89
| +2% | +$7.04K | 0.01% | 894 |
|
|
2023
Q1 | $341K | Buy |
+4,302
| New | +$341K | 0.01% | 826 |
|
|
2018
Q4 | – | Sell |
-33
| Closed | -$2K | – | 2202 |
|
|
2018
Q3 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 2736 |
|
|
2018
Q2 | – | Sell |
-33
| Closed | -$2K | – | 2284 |
|
|
2018
Q1 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 2893 |
|