Raymond James Financial Services Advisors’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.87M | Sell |
91,508
-156,923
| -63% | -$6.64M | 0.01% | 1365 |
|
|
2024
Q2 | $9.83M | Buy |
248,431
+2,285
| +0.9% | +$90.4K | 0.01% | 843 |
|
|
2024
Q1 | $10.1M | Buy |
246,146
+187,408
| +319% | +$7.7M | 0.02% | 802 |
|
|
2023
Q4 | $2.22M | Buy |
58,738
+21,044
| +56% | +$794K | ﹤0.01% | 1520 |
|
|
2023
Q3 | $1.28M | Sell |
37,694
-553
| -1% | -$18.7K | ﹤0.01% | 1769 |
|
|
2023
Q2 | $1.36M | Buy |
38,247
+1,454
| +4% | +$51.8K | ﹤0.01% | 1750 |
|
|
2023
Q1 | $1.25M | Buy |
36,793
+8,841
| +32% | +$301K | ﹤0.01% | 1765 |
|
|
2022
Q4 | $917K | Buy |
27,952
+16,028
| +134% | +$526K | ﹤0.01% | 1888 |
|
|
2022
Q3 | $355K | Buy |
11,924
+4,259
| +56% | +$127K | ﹤0.01% | 2476 |
|
|
2022
Q2 | $234K | Buy |
+7,665
| New | +$234K | ﹤0.01% | 2767 |
|