Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s iShares USD Green Bond ETF BGRN Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio BGRN Stock Details BGRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,317
Closed -$202K – 2499
2024
Q1 		$202K Sell
4,317
-3,744
-46% -$176K ﹤0.01% 2191
2023
Q4 		$381K Sell
8,061
-1,080
-12% -$51K ﹤0.01% 1665
2023
Q3 		$413K Buy
+9,141
New +$413K ﹤0.01% 1543