Lincoln National Corp’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,711
| Closed | -$619K | – | 1074 |
|
|
2024
Q1 | $619K | Buy |
13,711
+5,567
| +68% | +$251K | 0.01% | 674 |
|
|
2023
Q4 | $324K | Sell |
8,144
-231
| -3% | -$9.2K | 0.01% | 848 |
|
|
2023
Q3 | $290K | Buy |
8,375
+1,865
| +29% | +$64.6K | 0.01% | 800 |
|
|
2023
Q2 | $234K | Buy |
+6,510
| New | +$234K | ﹤0.01% | 894 |
|
|
2022
Q1 | – | Sell |
-12,930
| Closed | -$510K | – | 957 |
|
|
2021
Q4 | $510K | Buy |
+12,930
| New | +$510K | 0.01% | 515 |
|