Bourgeon Capital Management’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 Q1	–	Sell	-1,470	Closed	-$58.5K	–	366
2023 Q4	$58.5K	Buy	1,470 +135	+10%	+$5.38K	0.01%	144
2023 Q3	$46.3K	Buy	1,335 +215	+19%	+$7.45K	0.01%	144
2023 Q2	$40.3K	Buy	+1,120	New	+$40.3K	0.01%	164