HPFG
Hart & Patterson Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.66M | Sell |
39,394
-5,261
| -12% | -$221K | 0.81% | 32 |
|
|
2024
Q3 | $1.87M | Sell |
44,655
-1,040
| -2% | -$43.5K | 0.88% | 31 |
|
|
2024
Q2 | $1.76M | Sell |
45,695
-1,275
| -3% | -$49.1K | 0.87% | 29 |
|
|
2024
Q1 | $1.89M | Buy |
46,970
+595
| +1% | +$24K | 0.94% | 28 |
|
|
2023
Q4 | $1.76M | Buy |
+46,375
| New | +$1.76M | 0.92% | 22 |
|