Focused Wealth Management’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-51
| Closed | -$1.95K | – | 939 |
|
|
2023
Q4 | $1.95K | Sell |
51
-85
| -63% | -$3.25K | ﹤0.01% | 755 |
|
|
2023
Q3 | $4.5K | Hold |
136
| – | – | ﹤0.01% | 640 |
|
|
2023
Q2 | $4.76K | Hold |
136
| – | – | ﹤0.01% | 642 |
|
|
2023
Q1 | $4.61K | Buy |
136
+28
| +26% | +$950 | ﹤0.01% | 659 |
|
|
2022
Q4 | $3.59K | Buy |
108
+80
| +286% | +$2.66K | ﹤0.01% | 685 |
|
|
2022
Q3 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 877 |
|