Heritage Wealth Management (Arizona)’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $387K | Buy |
11,812
+5,865
| +99% | +$192K | 0.06% | 263 |
|
|
2022
Q3 | $177K | Sell |
5,947
-372
| -6% | -$11.1K | 0.06% | 250 |
|
|
2022
Q2 | $193K | Sell |
6,319
-529
| -8% | -$16.2K | 0.06% | 240 |
|
|
2022
Q1 | $250K | Buy |
+6,848
| New | +$250K | 0.07% | 229 |
|
|
2021
Q3 | $155K | Buy |
4,291
+658
| +18% | +$23.8K | 0.06% | 260 |
|
|
2021
Q2 | $135K | Buy |
3,633
+1,030
| +40% | +$38.3K | 0.05% | 288 |
|
|
2021
Q1 | $94K | Buy |
+2,603
| New | +$94K | 0.05% | 256 |
|