YorkBridge Wealth Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-340
| Closed | -$12K | – | 323 |
|
|
2019
Q2 | $12K | Hold |
340
| – | – | 0.01% | 519 |
|
|
2019
Q1 | $12K | Hold |
340
| – | – | 0.01% | 543 |
|
|
2018
Q4 | $10K | Hold |
340
| – | – | 0.01% | 567 |
|
|
2018
Q3 | $11K | Hold |
340
| – | – | 0.01% | 593 |
|
|
2018
Q2 | $11K | Hold |
340
| – | – | ﹤0.01% | 606 |
|
|
2018
Q1 | $13K | Hold |
340
| – | – | 0.01% | 593 |
|
|
2017
Q4 | $13K | Buy |
340
+40
| +13% | +$1.53K | 0.01% | 605 |
|
|
2017
Q3 | $10K | Buy |
+300
| New | +$10K | 0.01% | 632 |
|