Synergy Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,435
| Closed | -$2.39M | – | 291 |
|
|
2024
Q4 | $2.39M | Buy |
17,435
+15,879
| +1,021% | +$2.18M | 0.19% | 76 |
|
|
2024
Q3 | $211K | Sell |
1,556
-236
| -13% | -$32.1K | 0.03% | 129 |
|
|
2024
Q2 | $230K | Buy |
+1,792
| New | +$230K | 0.04% | 116 |
|
|
2024
Q1 | – | Sell |
-1,806
| Closed | -$210K | – | 138 |
|
|
2023
Q4 | $210K | Buy |
+1,806
| New | +$210K | 0.04% | 129 |
|