VitalStone Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $9.65K | Hold |
71
| – | – | 0.01% | 262 |
|
|
2024
Q2 | $9.11K | Hold |
71
| – | – | 0.01% | 268 |
|
|
2024
Q1 | $9K | Hold |
71
| – | – | 0.01% | 285 |
|
|
2023
Q4 | $8K | Hold |
71
| – | – | 0.01% | 291 |
|
|
2023
Q3 | $8K | Sell |
71
-17
| -19% | -$1.92K | 0.01% | 250 |
|
|
2023
Q2 | $8K | Sell |
88
-10
| -10% | -$909 | ﹤0.01% | 689 |
|
|
2023
Q1 | $11K | Hold |
98
| – | – | 0.01% | 204 |
|
|
2022
Q4 | $9K | Buy |
+98
| New | +$9K | 0.01% | 359 |
|