Zullo Investment Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-688
| Closed | -$58.3K | – | 314 |
|
|
2022
Q4 | $58.3K | Sell |
688
-35
| -5% | -$2.97K | 0.04% | 259 |
|
|
2022
Q3 | $57K | Sell |
723
-77
| -10% | -$6.07K | 0.04% | 256 |
|
|
2022
Q2 | $67K | Sell |
800
-157
| -16% | -$13.1K | 0.04% | 246 |
|
|
2022
Q1 | $97K | Hold |
957
| – | – | 0.05% | 231 |
|
|
2021
Q4 | $103K | Buy |
+957
| New | +$103K | 0.05% | 225 |
|