BWP
Baldwin Wealth Partners’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-285
| Closed | -$11.9K | – | 489 |
|
|
2024
Q3 | $11.9K | Hold |
285
| – | – | ﹤0.01% | 770 |
|
|
2024
Q2 | $11K | Hold |
285
| – | – | ﹤0.01% | 532 |
|
|
2024
Q1 | $11.5K | Hold |
285
| – | – | ﹤0.01% | 540 |
|
|
2023
Q4 | $10.8K | Hold |
285
| – | – | ﹤0.01% | 563 |
|
|
2023
Q3 | $9.59K | Hold |
285
| – | – | ﹤0.01% | 583 |
|
|
2023
Q2 | $10.1K | Hold |
285
| – | – | ﹤0.01% | 594 |
|
|
2023
Q1 | $9.69K | Hold |
285
| – | – | ﹤0.01% | 618 |
|
|
2022
Q4 | $9.37K | Buy |
+285
| New | +$9.37K | ﹤0.01% | 613 |
|