Syverson Strege & Co’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-85
| Closed | -$2.51K | – | 225 |
|
|
2023
Q1 | $2.51K | Hold |
85
| – | – | ﹤0.01% | 443 |
|
|
2022
Q4 | $2.36K | Hold |
85
| – | – | ﹤0.01% | 254 |
|
|
2022
Q3 | $2K | Hold |
85
| – | – | ﹤0.01% | 246 |
|
|
2022
Q2 | $2K | Buy |
85
+38
| +81% | +$894 | ﹤0.01% | 292 |
|
|
2022
Q1 | $2K | Buy |
47
+25
| +114% | +$1.06K | ﹤0.01% | 270 |
|
|
2021
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 285 |
|
|
2021
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 427 |
|
|
2021
Q2 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 260 |
|