Private Capital Management (Colorado)’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $92.4K | Sell |
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|
2024
Q3 | $135K | Hold |
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2024
Q2 | $124K | Hold |
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|
2024
Q1 | $130K | Hold |
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|
2023
Q4 | $122K | Buy |
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|
2023
Q3 | $79.5K | Sell |
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|
2023
Q2 | $103K | Sell |
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|
2023
Q1 | $106K | Sell |
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|
2022
Q4 | $211K | Sell |
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|
2022
Q3 | $215K | Sell |
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|
2022
Q2 | $333K | Hold |
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|
2022
Q1 | $333K | Sell |
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|
2021
Q4 | $495K | Buy |
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|
2021
Q3 | $455K | Buy |
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|
2021
Q2 | $409K | Buy |
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|
2021
Q1 | $261K | Buy |
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