Your Advocates Ltd’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,022
| Closed | -$62.3K | – | 314 |
|
|
2023
Q2 | $62.3K | Hold |
1,022
| – | – | 0.03% | 50 |
|
|
2023
Q1 | $60.9K | Hold |
1,022
| – | – | 0.03% | 45 |
|
|
2022
Q4 | $55.5K | Buy |
1,022
+307
| +43% | +$16.7K | 0.03% | 44 |
|
|
2022
Q3 | $33K | Hold |
715
| – | – | 0.02% | 55 |
|
|
2022
Q2 | $37K | Buy |
715
+315
| +79% | +$16.3K | 0.02% | 52 |
|
|
2022
Q1 | $24K | Buy |
+400
| New | +$24K | 0.01% | 62 |
|