Montrusco Bolton Investments’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-23,817
| Closed | -$911K | – | 65 |
|
|
2023
Q4 | $911K | Buy |
23,817
+5,581
| +31% | +$214K | 0.01% | 60 |
|
|
2023
Q3 | $603K | Buy |
18,236
+2,626
| +17% | +$86.8K | 0.01% | 61 |
|
|
2023
Q2 | $547K | Buy |
15,610
+1,978
| +15% | +$69.3K | 0.01% | 65 |
|
|
2023
Q1 | $462K | Buy |
13,632
+7,396
| +119% | +$251K | 0.01% | 63 |
|
|
2022
Q4 | $207K | Buy |
+6,236
| New | +$207K | ﹤0.01% | 66 |
|