Lido Advisors
XVV icon

Lido Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Lido Advisors’s Portfolio XVV Stock Details XVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-198,017
Closed -$5.63M – 1065
2022
Q4 		$5.63M Buy
+198,017
New +$5.63M 0.07% 146