KWA
KCS Wealth Advisory’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,346
| Closed | -$316K | – | 153 |
|
|
2023
Q2 | $316K | Hold |
9,346
| – | – | 0.11% | 128 |
|
|
2023
Q1 | $289K | Buy |
9,346
+229
| +3% | +$7.08K | 0.11% | 124 |
|
|
2022
Q4 | $259K | Hold |
9,117
| – | – | 0.11% | 132 |
|
|
2022
Q3 | $245K | Buy |
9,117
+1,517
| +20% | +$40.8K | 0.11% | 132 |
|
|
2022
Q2 | $216K | Buy |
+7,600
| New | +$216K | 0.1% | 145 |
|