Wealth Management Partners’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,000
| Closed | -$478K | – | 115 |
|
|
2022
Q4 | $478K | Hold |
6,000
| – | – | 0.4% | 55 |
|
|
2022
Q3 | $427K | Sell |
6,000
-1,000
| -14% | -$71.2K | 0.38% | 58 |
|
|
2022
Q2 | $529K | Buy |
7,000
+1,000
| +17% | +$75.6K | 0.46% | 52 |
|
|
2022
Q1 | $553K | Sell |
6,000
-1,000
| -14% | -$92.2K | 0.39% | 55 |
|
|
2021
Q4 | $623K | Buy |
7,000
+4,202
| +150% | +$374K | 0.43% | 53 |
|
|
2021
Q3 | $269K | Sell |
2,798
-285
| -9% | -$27.4K | 0.2% | 95 |
|
|
2021
Q2 | $306K | Sell |
3,083
-18
| -0.6% | -$1.79K | 0.21% | 95 |
|
|
2021
Q1 | $295K | Sell |
3,101
-1,208
| -28% | -$115K | 0.22% | 93 |
|
|
2020
Q4 | $431K | Buy |
+4,309
| New | +$431K | 0.34% | 67 |
|