Farther Finance Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Hold |
0
| – | -$11 | – | 3756 |
|
|
2023
Q4 | – | Hold |
0
| – | -$9 | – | 3495 |
|
|
2023
Q3 | – | Sell |
-121
| Closed | -$4.09K | – | 2601 |
|
|
2023
Q2 | $4.09K | Buy |
121
+55
| +83% | +$1.86K | ﹤0.01% | 1498 |
|
|
2023
Q1 | $2.04K | Sell |
66
-1
| -1% | -$31 | ﹤0.01% | 1644 |
|
|
2022
Q4 | $1.91K | Buy |
+67
| New | +$1.91K | ﹤0.01% | 1468 |
|