Tarbox Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-253
| Closed | -$9K | – | 1091 |
|
|
2021
Q4 | $9K | Buy |
253
+2
| +0.8% | +$71 | ﹤0.01% | 468 |
|
|
2021
Q3 | $8K | Buy |
251
+1
| +0.4% | +$32 | ﹤0.01% | 523 |
|
|
2021
Q2 | $8K | Buy |
250
+5
| +2% | +$160 | ﹤0.01% | 523 |
|
|
2021
Q1 | $8K | Hold |
245
| – | – | ﹤0.01% | 449 |
|
|
2020
Q4 | $7K | Hold |
245
| – | – | ﹤0.01% | 453 |
|
|
2020
Q3 | $7K | Buy |
+245
| New | +$7K | ﹤0.01% | 434 |
|