LWP

Laurel Wealth Planning’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-46,869	Closed	-$1.82M	–	280
2021 Q4	$1.82M	Buy	46,869 +41,444	+764%	+$1.61M	1.38%	23
2021 Q3	$196K	Buy	+5,425	New	+$196K	0.16%	61