WDL
Well Done LLC’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $758K | Buy |
5,165
+290
| +6% | +$42.6K | 0.14% | 89 |
|
|
2025
Q1 | $672K | Buy |
4,875
+17
| +0.3% | +$2.34K | 0.12% | 94 |
|
|
2024
Q4 | $660K | Hold |
4,858
| – | – | 0.12% | 90 |
|
|
2024
Q3 | $660K | Buy |
4,858
+14
| +0.3% | +$1.9K | 0.12% | 91 |
|
|
2024
Q2 | $621K | Buy |
4,844
+16
| +0.3% | +$2.05K | 0.13% | 95 |
|
|
2024
Q1 | $611K | Sell |
4,828
-5
| -0.1% | -$633 | 0.12% | 101 |
|
|
2023
Q4 | $561K | Buy |
4,833
+17
| +0.4% | +$1.97K | 0.11% | 104 |
|
|
2023
Q3 | $508K | Buy |
4,816
+13
| +0.3% | +$1.37K | 0.11% | 97 |
|
|
2023
Q2 | $519K | Buy |
4,803
+16
| +0.3% | +$1.73K | 0.11% | 96 |
|
|
2023
Q1 | $475K | Buy |
4,787
+12
| +0.3% | +$1.19K | 0.1% | 101 |
|
|
2022
Q4 | $438K | Buy |
4,775
+20
| +0.4% | +$1.84K | 0.09% | 109 |
|
|
2022
Q3 | $409K | Buy |
4,755
+16
| +0.3% | +$1.38K | 0.1% | 103 |
|
|
2022
Q2 | $425K | Buy |
4,739
+15
| +0.3% | +$1.35K | 0.09% | 105 |
|
|
2022
Q1 | $518K | Hold |
4,724
| – | – | 0.1% | 106 |
|
|
2021
Q4 | $549K | Hold |
4,724
| – | – | 0.11% | 104 |
|
|
2021
Q3 | $499K | Hold |
4,724
| – | – | 0.11% | 108 |
|
|
2021
Q2 | $496K | Hold |
4,724
| – | – | 0.11% | 103 |
|
|
2021
Q1 | $460K | Hold |
4,724
| – | – | 0.11% | 103 |
|
|
2020
Q4 | $432K | Hold |
4,724
| – | – | 0.11% | 97 |
|
|
2020
Q3 | $385K | Hold |
4,724
| – | – | 0.11% | 87 |
|
|
2020
Q2 | $353K | Hold |
4,724
| – | – | 0.1% | 101 |
|
|
2020
Q1 | $293K | Hold |
4,724
| – | – | 0.09% | 104 |
|
|
2019
Q4 | $364K | Hold |
4,724
| – | – | 0.08% | 108 |
|
|
2019
Q3 | $335K | Hold |
4,724
| – | – | 0.08% | 110 |
|
|
2019
Q2 | $330K | Hold |
4,724
| – | – | 0.08% | 108 |
|
|
2019
Q1 | $317K | Hold |
4,724
| – | – | 0.08% | 111 |
|
|
2018
Q4 | $281K | Hold |
4,724
| – | – | 0.08% | 111 |
|
|
2018
Q3 | $326K | Hold |
4,724
| – | – | 0.09% | 104 |
|
|
2018
Q2 | $304K | Hold |
4,724
| – | – | 0.09% | 104 |
|
|
2018
Q1 | $296K | Buy |
+4,724
| New | +$296K | 0.09% | 93 |
|