Advisornet Financial’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,978
| Closed | -$97.1K | – | 2250 |
|
|
2024
Q3 | $97.1K | Hold |
1,978
| – | – | 0.01% | 713 |
|
|
2024
Q2 | $92.1K | Buy |
1,978
+66
| +3% | +$3.07K | 0.01% | 667 |
|
|
2024
Q1 | $86.3K | Sell |
1,912
-70
| -4% | -$3.16K | 0.01% | 668 |
|
|
2023
Q4 | $78.9K | Sell |
1,982
-37
| -2% | -$1.47K | 0.01% | 698 |
|
|
2023
Q3 | $70K | Buy |
2,019
+21
| +1% | +$728 | 0.01% | 702 |
|
|
2023
Q2 | $71.8K | Buy |
1,998
+58
| +3% | +$2.09K | 0.01% | 722 |
|
|
2023
Q1 | $64.2K | Sell |
1,940
-6,156
| -76% | -$204K | 0.01% | 728 |
|
|
2022
Q4 | $248K | Sell |
8,096
-270
| -3% | -$8.28K | 0.02% | 432 |
|
|
2022
Q3 | $234K | Buy |
8,366
+6,503
| +349% | +$182K | 0.02% | 474 |
|
|
2022
Q2 | $56K | Sell |
1,863
-828
| -31% | -$24.9K | 0.01% | 832 |
|
|
2022
Q1 | $96K | Buy |
2,691
+1,939
| +258% | +$69.2K | 0.01% | 763 |
|
|
2021
Q4 | $30K | Sell |
752
-650
| -46% | -$25.9K | ﹤0.01% | 1169 |
|
|
2021
Q3 | $51K | Buy |
1,402
+856
| +157% | +$31.1K | ﹤0.01% | 999 |
|
|
2021
Q2 | $20K | Buy |
546
+174
| +47% | +$6.37K | ﹤0.01% | 1219 |
|
|
2021
Q1 | $12K | Buy |
372
+209
| +128% | +$6.74K | ﹤0.01% | 1312 |
|
|
2020
Q4 | $5K | Buy |
+163
| New | +$5K | ﹤0.01% | 1440 |
|