WealthSource Partners’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.01M | Sell |
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|
2023
Q3 | $947K | Sell |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $1.08M | Sell |
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|
2022
Q4 | $1M | Sell |
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|
2022
Q3 | $912K | Sell |
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|
2022
Q2 | $1.16M | Sell |
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|
2022
Q1 | $1.52M | Buy |
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|
2021
Q4 | $1.58M | Buy |
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|
2021
Q3 | $1.46M | Buy |
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|
2021
Q2 | $1.33M | Buy |
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|
2021
Q1 | $1.03M | Buy |
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|
2020
Q4 | $770K | Buy |
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