FCM
Firestone Capital Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,665
| Closed | -$67K | – | 223 |
|
|
2021
Q3 | $67K | Hold |
1,665
| – | – | 0.02% | 209 |
|
|
2021
Q2 | $67K | Buy |
1,665
+463
| +39% | +$18.6K | 0.02% | 204 |
|
|
2021
Q1 | $46K | Buy |
1,202
+387
| +47% | +$14.8K | 0.02% | 235 |
|
|
2020
Q4 | $28K | Hold |
815
| – | – | 0.01% | 261 |
|
|
2020
Q3 | $22K | Buy |
815
+219
| +37% | +$5.91K | 0.01% | 252 |
|
|
2020
Q2 | $15K | Buy |
+596
| New | +$15K | 0.01% | 286 |
|