Advisornet Financial’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-919
| Closed | -$35.2K | – | 2518 |
|
|
2023
Q4 | $35.2K | Sell |
919
-1,485
| -62% | -$56.8K | ﹤0.01% | 916 |
|
|
2023
Q3 | $79.5K | Buy |
2,404
+269
| +13% | +$8.89K | 0.01% | 671 |
|
|
2023
Q2 | $74.8K | Buy |
2,135
+711
| +50% | +$24.9K | 0.01% | 709 |
|
|
2023
Q1 | $48.3K | Sell |
1,424
-196
| -12% | -$6.65K | ﹤0.01% | 805 |
|
|
2022
Q4 | $53.8K | Hold |
1,620
| – | – | 0.01% | 769 |
|
|
2022
Q3 | $50K | Buy |
1,620
+130
| +9% | +$4.01K | 0.01% | 849 |
|
|
2022
Q2 | $48K | Hold |
1,490
| – | – | ﹤0.01% | 872 |
|
|
2022
Q1 | $56K | Buy |
+1,490
| New | +$56K | ﹤0.01% | 925 |
|