Atlantic Private Wealth’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $686K | Buy |
|
|||||
|
2025
Q2 | $637K | Buy |
|
|||||
|
2025
Q1 | $606K | Hold |
|
|||||
|
2024
Q4 | $662K | Sell |
|
|||||
|
2024
Q3 | $715K | Buy |
|
|||||
|
2024
Q2 | $606K | Buy |
|
|||||
|
2024
Q1 | $625K | Buy |
|
|||||
|
2023
Q4 | $610K | Hold |
|
|||||
|
2023
Q3 | $527K | Hold |
|
|||||
|
2023
Q2 | $558K | Buy |
|
|||||
|
2023
Q1 | $537K | Buy |
|
|||||
|
2022
Q4 | $493K | Buy |
|
|||||
|
2022
Q3 | $452K | Hold |
|
|||||
|
2022
Q2 | $478K | Buy |
|
|||||
|
2022
Q1 | $324K | Hold |
|
|||||
|
2021
Q4 | $348K | Buy |
|