Wealthcare Advisory Partners’s FlexShares STOXX Global ESG Select Index Fund ESGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,286
| Closed | -$212K | – | 885 |
|
|
2024
Q2 | $212K | Buy |
+1,286
| New | +$212K | 0.01% | 776 |
|
|
2024
Q1 | – | Sell |
-1,598
| Closed | -$239K | – | 813 |
|
|
2023
Q4 | $239K | Sell |
1,598
-10
| -0.6% | -$1.5K | 0.01% | 670 |
|
|
2023
Q3 | $217K | Sell |
1,608
-339
| -17% | -$45.7K | 0.01% | 635 |
|
|
2023
Q2 | $273K | Sell |
1,947
-65
| -3% | -$9.11K | 0.01% | 590 |
|
|
2023
Q1 | $266K | Buy |
+2,012
| New | +$266K | 0.01% | 616 |
|