Mascoma Wealth Management’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.7K | Sell |
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|
2025
Q1 | $83.7K | Sell |
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|
2024
Q4 | $101K | Sell |
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|
2024
Q3 | $120K | Sell |
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|
2024
Q2 | $116K | Sell |
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|
2024
Q1 | $259K | Sell |
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|
2023
Q4 | $393K | Sell |
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|
2023
Q3 | $499K | Sell |
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|
2023
Q2 | $695K | Sell |
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|
2023
Q1 | $1.51M | Sell |
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|
2022
Q4 | $1.49M | Sell |
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|
2022
Q3 | $1.39M | Buy |
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|
2022
Q2 | $1.4M | Sell |
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|
2022
Q1 | $1.72M | Buy |
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|
2021
Q4 | $1.53M | Buy |
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|
2021
Q3 | $1.13M | Buy |
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|
2021
Q2 | $1.11M | Buy |
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|
2021
Q1 | $508K | Buy |
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