OLVIG
Oliver Lagore Vanvalin Investment Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-428
| Closed | -$14.4K | – | 830 |
|
|
2023
Q3 | $14.4K | Sell |
428
-453
| -51% | -$15.3K | 0.01% | 378 |
|
|
2023
Q2 | $31.3K | Sell |
881
-20
| -2% | -$711 | 0.01% | 308 |
|
|
2023
Q1 | $30.6K | Sell |
901
-1,154
| -56% | -$39.2K | 0.01% | 236 |
|
|
2022
Q4 | $67.6K | Sell |
2,055
-1,039
| -34% | -$34.2K | 0.04% | 156 |
|
|
2022
Q3 | $95K | Sell |
3,094
-279
| -8% | -$8.57K | 0.06% | 123 |
|
|
2022
Q2 | $106K | Sell |
3,373
-1,016
| -23% | -$31.9K | 0.06% | 125 |
|
|
2022
Q1 | $159K | Buy |
+4,389
| New | +$159K | 0.11% | 107 |
|