WealthSource Partners’s iShares ESG MSCI EM Leaders ETF LDEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $418K | Sell |
|
|||||
|
2023
Q3 | $1.42M | Buy |
|
|||||
|
2023
Q2 | $1.23M | Sell |
|
|||||
|
2023
Q1 | $1.28M | Buy |
|
|||||
|
2022
Q4 | $1.11M | Sell |
|
|||||
|
2022
Q3 | $1.51M | Sell |
|
|||||
|
2022
Q2 | $2.01M | Sell |
|
|||||
|
2022
Q1 | $3.11M | Buy |
|
|||||
|
2021
Q4 | $1.56M | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $738K | Buy |
|
|||||
|
2021
Q1 | $699K | Buy |
|