Capital Asset Advisory Services’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 Q3	–	Sell	-5,933	Closed	-$203K	–	346
2023 Q2	$203K	Buy	+5,933	New	+$203K	0.01%	322