YorkBridge Wealth Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-35
| Closed | -$2K | – | 322 |
|
|
2019
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 696 |
|
|
2019
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 695 |
|
|
2018
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 678 |
|
|
2018
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 703 |
|
|
2018
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 776 |
|
|
2018
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 771 |
|
|
2017
Q4 | $2K | Sell |
35
-15
| -30% | -$857 | ﹤0.01% | 794 |
|
|
2017
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 737 |
|
|
2017
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 735 |
|
|
2017
Q1 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 724 |
|