Advisornet Financial’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,517
| Closed | -$85.3K | – | 2505 |
|
|
2023
Q3 | $85.3K | Hold |
2,517
| – | – | 0.01% | 654 |
|
|
2023
Q2 | $89.7K | Buy |
2,517
+95
| +4% | +$3.38K | 0.01% | 671 |
|
|
2023
Q1 | $82.3K | Sell |
2,422
-260
| -10% | -$8.84K | 0.01% | 668 |
|
|
2022
Q4 | $88K | Hold |
2,682
| – | – | 0.01% | 650 |
|
|
2022
Q3 | $80K | Hold |
2,682
| – | – | 0.01% | 709 |
|
|
2022
Q2 | $82K | Buy |
2,682
+55
| +2% | +$1.68K | 0.01% | 727 |
|
|
2022
Q1 | $96K | Buy |
+2,627
| New | +$96K | 0.01% | 764 |
|