Atlantic Private Wealth’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $678K | Buy |
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|
2025
Q2 | $641K | Buy |
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|
2025
Q1 | $603K | Buy |
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|
2024
Q4 | $646K | Sell |
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|
2024
Q3 | $684K | Sell |
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|
2024
Q2 | $651K | Buy |
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|
2024
Q1 | $674K | Buy |
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|
2023
Q4 | $618K | Buy |
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|
2023
Q3 | $555K | Hold |
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|
2023
Q2 | $584K | Buy |
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|
2023
Q1 | $554K | Buy |
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|
2022
Q4 | $509K | Buy |
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|
2022
Q3 | $459K | Hold |
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|
2022
Q2 | $472K | Buy |
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|
2022
Q1 | $331K | Hold |
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|
2021
Q4 | $352K | Buy |
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