Ten Capital Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-54
| Closed | -$3.88K | – | 294 |
|
|
2023
Q1 | $3.88K | Hold |
54
| – | – | ﹤0.01% | 434 |
|
|
2022
Q4 | $3.55K | Hold |
54
| – | – | ﹤0.01% | 409 |
|
|
2022
Q3 | $3K | Hold |
54
| – | – | ﹤0.01% | 453 |
|
|
2022
Q2 | $3K | Hold |
54
| – | – | ﹤0.01% | 365 |
|
|
2022
Q1 | $4K | Hold |
54
| – | – | ﹤0.01% | 391 |
|
|
2021
Q4 | $4K | Hold |
54
| – | – | ﹤0.01% | 387 |
|
|
2021
Q3 | $4K | Hold |
54
| – | – | ﹤0.01% | 333 |
|
|
2021
Q2 | $4K | Hold |
54
| – | – | ﹤0.01% | 383 |
|
|
2021
Q1 | $4K | Buy |
+54
| New | +$4K | ﹤0.01% | 308 |
|