Whelan Financial’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,263
| Closed | -$277K | – | 60 |
|
|
2024
Q3 | $277K | Sell |
3,263
-75
| -2% | -$6.36K | 0.11% | 38 |
|
|
2024
Q2 | $251K | Sell |
3,338
-3,817
| -53% | -$287K | 0.11% | 37 |
|
|
2024
Q1 | $563K | Sell |
7,155
-519
| -7% | -$40.9K | 0.26% | 21 |
|
|
2023
Q4 | $622K | Sell |
7,674
-1,048
| -12% | -$84.9K | 0.29% | 19 |
|
|
2023
Q3 | $650K | Sell |
8,722
-1,018
| -10% | -$75.9K | 0.34% | 17 |
|
|
2023
Q2 | $770K | Hold |
9,740
| – | – | 0.4% | 15 |
|
|
2023
Q1 | $771K | Sell |
9,740
-1,781
| -15% | -$141K | 0.43% | 15 |
|
|
2022
Q4 | $909K | Buy |
11,521
+6,613
| +135% | +$522K | 0.55% | 16 |
|
|
2022
Q3 | $348K | Buy |
+4,908
| New | +$348K | 0.24% | 17 |
|