Avantax Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $664K | Hold |
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|
2024
Q1 | $687K | Buy |
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|
2023
Q4 | $670K | Sell |
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|
2023
Q3 | $606K | Hold |
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|
2023
Q2 | $642K | Hold |
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|
2023
Q1 | $621K | Hold |
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|
2022
Q4 | $609K | Hold |
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|
2022
Q3 | $562K | Buy |
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|
2022
Q2 | $464K | Sell |
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|
2022
Q1 | $572K | Buy |
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