Merriman Wealth Management’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $397K | Sell |
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|
2024
Q3 | $398K | Hold |
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|
2024
Q2 | $378K | Sell |
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|
2024
Q1 | $411K | Buy |
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|
2023
Q4 | $347K | Hold |
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|
2023
Q3 | $310K | Hold |
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|
2023
Q2 | $322K | Hold |
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|
2023
Q1 | $294K | Hold |
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|
2022
Q4 | $271K | Hold |
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|
2022
Q3 | $256K | Hold |
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|
2022
Q2 | $270K | Buy |
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|
2022
Q1 | $279K | Hold |
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|
2021
Q4 | $299K | Hold |
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|
2021
Q3 | $269K | Sell |
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|
2021
Q2 | $277K | Buy |
|