Baystate Wealth Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$6.16K	Buy	169 +2	+1%	+$73	﹤0.01%	841
2023 Q3	$5.45K	Hold	167	–	–	﹤0.01%	674
2023 Q2	$5.68K	Hold	167	–	–	﹤0.01%	680
2023 Q1	$5.18K	Buy	+167	New	+$5.18K	﹤0.01%	684