Barrett & Company’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-110
| Closed | -$4.97K | – | 626 |
|
|
2024
Q1 | $4.97K | Hold |
110
| – | – | ﹤0.01% | 490 |
|
|
2023
Q4 | $4.38K | Hold |
110
| – | – | ﹤0.01% | 483 |
|
|
2023
Q3 | $3.81K | Hold |
110
| – | – | ﹤0.01% | 505 |
|
|
2023
Q2 | $3.95K | Hold |
110
| – | – | ﹤0.01% | 489 |
|
|
2023
Q1 | $3.64K | Hold |
110
| – | – | ﹤0.01% | 469 |
|
|
2022
Q4 | $3.37K | Hold |
110
| – | – | ﹤0.01% | 474 |
|
|
2022
Q3 | $3.37K | Buy |
+110
| New | +$3.37K | ﹤0.01% | 474 |
|