Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: IMPACTfolio LLC
  City: DENVER
  State: CO
  Zip: 80206
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $165,478,000
  Total Value Change : $11,789,000
  Securities Held Change : -15
   
All Securities Held : 35
  New Positions : 6
  Closed Positions : 22
  Increased Positions : 13
  Unchanged Positions : 6
  Decreased Positions : 10

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 10     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ESGD)1 Year Chart         ESGD Ishares Trust Ishares Msci ... 3 - $81.38 $28,898,000 361,631 17.46% 284,000 -17,160 0.045    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc 8 - $192.25 $3,597,000 20,979 2.17% -498,000 -289 0    Personal Computers
   (NULG)1 Year Chart         NULG Nushares Esg Large Cap Grow... 10 - $0.00 $2,461,000 32,268 1.49% 59,000 -2,304 0.03    N/A
   (NUSC)1 Year Chart         NUSC Nushares Esg Small Cap Etf 14 - $0.00 $2,159,000 51,916 1.3% -9,247,000 -239,805 0.228    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp 15 - $415.13 $1,612,000 3,831 0.97% -1,976,000 -5,711 0    Application Software
   (CHGX)1 Year Chart         CHGX Axs Change Finance Esg Etf 16 - $35.28 $1,585,000 43,214 0.96% -14,361,000 -436,830 0.48    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 27 - $1,096.33 $258,000 286 0.16% -4,000 -243 0    Semiconductor - Speci...
   (VGSH)1 Year Chart         VGSH Vanguard Scottsdale Funds 30 - $57.87 $233,000 4,006 0.14% -72,000 -1,222 0    Closed - End Fund - Debt
   (CBG)1 Year Chart         CBG CBRE Group Inc 33 - $88.07 $205,000 2,109 0.12% -71,000 -856 0.001    Property Management
   (HPE)1 Year Chart         HPE Hewlett Packard Enterprise Co 35 - $17.65 $187,000 10,572 0.11% -50,000 -3,391 0.001    N/A

      10 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results