Harbour Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.3K | Sell |
538
-66
| -11% | -$2.61K | ﹤0.01% | 2202 |
|
|
2025
Q1 | $22.7K | Hold |
604
| – | – | ﹤0.01% | 2135 |
|
|
2024
Q4 | $24.8K | Hold |
604
| – | – | ﹤0.01% | 2025 |
|
|
2024
Q3 | $25.3K | Hold |
604
| – | – | ﹤0.01% | 1950 |
|
|
2024
Q2 | $22.9K | Hold |
604
| – | – | ﹤0.01% | 1893 |
|
|
2024
Q1 | $23.7K | Hold |
604
| – | – | ﹤0.01% | 1877 |
|
|
2023
Q4 | $23.1K | Buy |
+604
| New | +$23.1K | ﹤0.01% | 1813 |
|
|
2023
Q2 | – | Sell |
-1,800
| Closed | -$61K | – | 3133 |
|
|
2023
Q1 | $61K | Hold |
1,800
| – | – | ﹤0.01% | 1269 |
|
|
2022
Q4 | $59.8K | Buy |
+1,800
| New | +$59.8K | ﹤0.01% | 1226 |
|