Pecaut & Co’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,481
| Closed | -$51.3K | – | 99 |
|
|
2023
Q3 | $51.3K | Hold |
1,481
| – | – | 0.02% | 87 |
|
|
2023
Q2 | $53.2K | Buy |
1,481
+150
| +11% | +$5.39K | 0.02% | 91 |
|
|
2023
Q1 | $44K | Hold |
1,331
| – | – | 0.02% | 98 |
|
|
2022
Q4 | $40.8K | Hold |
1,331
| – | – | 0.02% | 94 |
|
|
2022
Q3 | $37K | Hold |
1,331
| – | – | 0.02% | 89 |
|
|
2022
Q2 | $40K | Hold |
1,331
| – | – | 0.02% | 87 |
|
|
2022
Q1 | $48K | Sell |
1,331
-836
| -39% | -$30.1K | 0.02% | 87 |
|
|
2021
Q4 | $85K | Buy |
+2,167
| New | +$85K | 0.04% | 81 |
|