Cetera Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $505K | Buy |
12,535
+5,548
| +79% | +$224K | ﹤0.01% | 1595 |
|
|
2023
Q4 | $254K | Sell |
6,987
-200
| -3% | -$7.28K | ﹤0.01% | 1515 |
|
|
2023
Q3 | $233K | Hold |
7,187
| – | – | ﹤0.01% | 1464 |
|
|
2023
Q2 | $243K | Hold |
7,187
| – | – | ﹤0.01% | 1409 |
|
|
2023
Q1 | $222K | Hold |
7,187
| – | – | ﹤0.01% | 1439 |
|
|
2022
Q4 | $204K | Buy |
+7,187
| New | +$204K | ﹤0.01% | 1436 |
|