Kistler-Tiffany Companies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $158K | Hold |
4,448
| – | – | 0.03% | 340 |
|
|
2023
Q1 | $151K | Buy |
4,448
+903
| +25% | +$30.7K | 0.03% | 303 |
|
|
2022
Q4 | $116K | Hold |
3,545
| – | – | 0.02% | 320 |
|
|
2022
Q3 | $105K | Hold |
3,545
| – | – | 0.02% | 276 |
|
|
2022
Q2 | $108K | Buy |
3,545
+156
| +5% | +$4.75K | 0.02% | 278 |
|
|
2022
Q1 | $124K | Buy |
3,389
+1,592
| +89% | +$58.3K | 0.02% | 271 |
|
|
2021
Q4 | $70K | Hold |
1,797
| – | – | 0.01% | 338 |
|
|
2021
Q3 | $65K | Buy |
1,797
+803
| +81% | +$29K | 0.01% | 340 |
|
|
2021
Q2 | $37K | Buy |
+994
| New | +$37K | 0.01% | 403 |
|