Montrusco Bolton Investments’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Montrusco Bolton Investments’s Portfolio XVV Stock Details XVV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell
2023 Q3	$3.39M	Buy
2023 Q2	$3.06M	Buy
2023 Q1	$2.48M	Buy
2022 Q4	$1.04M	Buy
2022 Q3	$314K	Buy