Well Done LLC’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $758K | Buy |
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|
2025
Q1 | $672K | Buy |
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|
2024
Q4 | $660K | Hold |
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|
2024
Q3 | $660K | Buy |
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|
2024
Q2 | $621K | Buy |
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|
2024
Q1 | $611K | Sell |
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|
2023
Q4 | $561K | Buy |
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|
2023
Q3 | $508K | Buy |
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|
2023
Q2 | $519K | Buy |
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|
2023
Q1 | $475K | Buy |
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|
2022
Q4 | $438K | Buy |
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|
2022
Q3 | $409K | Buy |
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|
2022
Q2 | $425K | Buy |
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|
2022
Q1 | $518K | Hold |
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|
2021
Q4 | $549K | Hold |
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|
2021
Q3 | $499K | Hold |
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|
2021
Q2 | $496K | Hold |
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|
2021
Q1 | $460K | Hold |
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|
2020
Q4 | $432K | Hold |
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|
2020
Q3 | $385K | Hold |
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|
2020
Q2 | $353K | Hold |
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|
2020
Q1 | $293K | Hold |
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|
2019
Q4 | $364K | Hold |
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|
2019
Q3 | $335K | Hold |
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|
2019
Q2 | $330K | Hold |
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|
2019
Q1 | $317K | Hold |
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|
2018
Q4 | $281K | Hold |
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|
2018
Q3 | $326K | Hold |
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|
2018
Q2 | $304K | Hold |
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|
2018
Q1 | $296K | Buy |
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