American Portfolios Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $12.8K | Sell |
419
-332
| -44% | -$10.2K | ﹤0.01% | 2405 |
|
|
2022
Q2 | $24.3K | Buy |
751
+14
| +2% | +$454 | ﹤0.01% | 2126 |
|
|
2022
Q1 | $27.9K | Hold |
737
| – | – | ﹤0.01% | 2193 |
|
|
2021
Q4 | $30K | Buy |
737
+60
| +9% | +$2.44K | ﹤0.01% | 2130 |
|
|
2021
Q3 | $26.1K | Buy |
677
+427
| +171% | +$16.4K | ﹤0.01% | 2139 |
|
|
2021
Q2 | $9.97K | Buy |
+250
| New | +$9.97K | ﹤0.01% | 2515 |
|