Cetera Advisors’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $569K | Sell |
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|
2023
Q4 | $637K | Buy |
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|
2023
Q3 | $538K | Sell |
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|
2023
Q2 | $572K | Buy |
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|
2023
Q1 | $472K | Sell |
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|
2022
Q4 | $535K | Sell |
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|
2022
Q3 | $533K | Buy |
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|
2022
Q2 | $554K | Buy |
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|
2022
Q1 | $524K | Buy |
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|
2021
Q4 | $433K | Buy |
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|
2021
Q3 | $280K | Hold |
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|
2021
Q2 | $290K | Buy |
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|
2021
Q1 | $238K | Buy |
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