WDL
Well Done LLC’s FlexShares STOXX Global ESG Select Index Fund ESGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $669K | Buy |
3,564
+234
| +7% | +$43.9K | 0.13% | 96 |
|
|
2025
Q1 | $560K | Buy |
3,330
+20
| +0.6% | +$3.36K | 0.1% | 106 |
|
|
2024
Q4 | $571K | Hold |
3,310
| – | – | 0.1% | 105 |
|
|
2024
Q3 | $571K | Buy |
3,310
+10
| +0.3% | +$1.73K | 0.1% | 106 |
|
|
2024
Q2 | $543K | Buy |
3,300
+25
| +0.8% | +$4.11K | 0.11% | 107 |
|
|
2024
Q1 | $533K | Buy |
3,275
+5
| +0.2% | +$814 | 0.1% | 114 |
|
|
2023
Q4 | $489K | Buy |
3,270
+17
| +0.5% | +$2.54K | 0.1% | 117 |
|
|
2023
Q3 | $439K | Buy |
3,253
+11
| +0.3% | +$1.48K | 0.1% | 106 |
|
|
2023
Q2 | $455K | Buy |
3,242
+25
| +0.8% | +$3.51K | 0.1% | 104 |
|
|
2023
Q1 | $425K | Buy |
3,217
+7
| +0.2% | +$925 | 0.09% | 105 |
|
|
2022
Q4 | $389K | Buy |
3,210
+11
| +0.3% | +$1.33K | 0.08% | 118 |
|
|
2022
Q3 | $351K | Buy |
3,199
+13
| +0.4% | +$1.43K | 0.09% | 111 |
|
|
2022
Q2 | $377K | Buy |
3,186
+26
| +0.8% | +$3.08K | 0.08% | 114 |
|
|
2022
Q1 | $449K | Hold |
3,160
| – | – | 0.09% | 115 |
|
|
2021
Q4 | $480K | Hold |
3,160
| – | – | 0.1% | 109 |
|
|
2021
Q3 | $445K | Hold |
3,160
| – | – | 0.1% | 111 |
|
|
2021
Q2 | $445K | Hold |
3,160
| – | – | 0.1% | 111 |
|
|
2021
Q1 | $413K | Hold |
3,160
| – | – | 0.09% | 110 |
|
|
2020
Q4 | $393K | Hold |
3,160
| – | – | 0.1% | 103 |
|
|
2020
Q3 | $347K | Hold |
3,160
| – | – | 0.1% | 95 |
|
|
2020
Q2 | $325K | Hold |
3,160
| – | – | 0.09% | 108 |
|
|
2020
Q1 | $274K | Hold |
3,160
| – | – | 0.08% | 109 |
|
|
2019
Q4 | $341K | Hold |
3,160
| – | – | 0.08% | 112 |
|
|
2019
Q3 | $314K | Hold |
3,160
| – | – | 0.08% | 112 |
|
|
2019
Q2 | $312K | Hold |
3,160
| – | – | 0.07% | 112 |
|
|
2019
Q1 | $301K | Hold |
3,160
| – | – | 0.07% | 115 |
|
|
2018
Q4 | $270K | Hold |
3,160
| – | – | 0.08% | 115 |
|
|
2018
Q3 | $313K | Hold |
3,160
| – | – | 0.09% | 108 |
|
|
2018
Q2 | $297K | Hold |
3,160
| – | – | 0.09% | 106 |
|
|
2018
Q1 | $298K | Buy |
+3,160
| New | +$298K | 0.09% | 92 |
|