Milestone Investment Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-300
| Closed | -$10.9K | – | 132 |
|
|
2023
Q4 | $10.9K | Hold |
300
| – | – | ﹤0.01% | 114 |
|
|
2023
Q3 | $9.73K | Hold |
300
| – | – | ﹤0.01% | 295 |
|
|
2023
Q2 | $10.1K | Hold |
300
| – | – | ﹤0.01% | 107 |
|
|
2023
Q1 | $9.27K | Hold |
300
| – | – | ﹤0.01% | 301 |
|
|
2022
Q4 | $8.53K | Buy |
+300
| New | +$8.53K | ﹤0.01% | 107 |
|