Teamwork Financial Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,786
| Closed | -$406K | – | 191 |
|
|
2022
Q4 | $406K | Sell |
4,786
-11,503
| -71% | -$975K | 0.08% | 140 |
|
|
2022
Q3 | $1.29M | Sell |
16,289
-10,081
| -38% | -$800K | 0.28% | 58 |
|
|
2022
Q2 | $2.21M | Sell |
26,370
-2,563
| -9% | -$215K | 0.48% | 43 |
|
|
2022
Q1 | $2.93M | Buy |
28,933
+19,569
| +209% | +$1.98M | 0.55% | 46 |
|
|
2021
Q4 | $1.01M | Buy |
9,364
+5,195
| +125% | +$560K | 0.19% | 119 |
|
|
2021
Q3 | $410K | Buy |
+4,169
| New | +$410K | 0.08% | 183 |
|
|
2020
Q3 | – | Sell |
-9,991
| Closed | -$699K | – | 184 |
|
|
2020
Q2 | $699K | Buy |
+9,991
| New | +$699K | 0.25% | 89 |
|