SWM
Sugarloaf Wealth Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-33
| Closed | -$3K | – | 854 |
|
|
2022
Q2 | $3K | Hold |
33
| – | – | ﹤0.01% | 662 |
|
|
2022
Q1 | $3K | Hold |
33
| – | – | ﹤0.01% | 615 |
|
|
2021
Q4 | $3K | Hold |
33
| – | – | ﹤0.01% | 642 |
|
|
2021
Q3 | $3K | Hold |
33
| – | – | ﹤0.01% | 655 |
|
|
2021
Q2 | $3K | Sell |
33
-67
| -67% | -$6.09K | ﹤0.01% | 648 |
|
|
2021
Q1 | $3 | Buy |
100
+67
| +203% | +$2 | ﹤0.01% | 641 |
|
|
2020
Q4 | $3K | Hold |
33
| – | – | ﹤0.01% | 610 |
|
|
2020
Q3 | $3K | Hold |
33
| – | – | ﹤0.01% | 587 |
|
|
2020
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 617 |
|
|
2020
Q1 | $2K | Buy |
33
+15
| +83% | +$909 | ﹤0.01% | 613 |
|
|
2019
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 678 |
|