Bartlett & Co’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $32K | Hold |
850
| – | – | ﹤0.01% | 782 |
|
|
2023
Q3 | $29K | Hold |
850
| – | – | ﹤0.01% | 748 |
|
|
2023
Q2 | $30K | Hold |
850
| – | – | ﹤0.01% | 749 |
|
|
2023
Q1 | $29K | Sell |
850
-1,060
| -55% | -$36.2K | ﹤0.01% | 655 |
|
|
2022
Q4 | $63K | Buy |
1,910
+1,060
| +125% | +$35K | ﹤0.01% | 547 |
|
|
2022
Q3 | $25K | Hold |
850
| – | – | ﹤0.01% | 672 |
|
|
2022
Q2 | $26K | Hold |
850
| – | – | ﹤0.01% | 686 |
|
|
2022
Q1 | $31K | Buy |
+850
| New | +$31K | ﹤0.01% | 663 |
|