Atlantic Private Wealth’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.49M | Hold |
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|
2025
Q2 | $3.23M | Buy |
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|
2025
Q1 | $2.9M | Buy |
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|
2024
Q4 | $3.07M | Sell |
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|
2024
Q3 | $3.1M | Sell |
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|
2024
Q2 | $3.57M | Buy |
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|
2024
Q1 | $3.42M | Buy |
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|
2023
Q4 | $3.08M | Buy |
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|
2023
Q3 | $2.75M | Sell |
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|
2023
Q2 | $2.87M | Buy |
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|
2023
Q1 | $2.61M | Buy |
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|
2022
Q4 | $2.27M | Buy |
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|
2022
Q3 | $2.13M | Hold |
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|
2022
Q2 | $2.25M | Buy |
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|
2022
Q1 | $1.62M | Hold |
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|
2021
Q4 | $1.73M | Buy |
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