Raymond James Financial Services Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.02M | Sell |
|
|||||
|
2024
Q2 | $2.11M | Buy |
|
|||||
|
2024
Q1 | $1.91M | Buy |
|
|||||
|
2023
Q4 | $555K | Buy |
|
|||||
|
2023
Q3 | $486K | Sell |
|
|||||
|
2023
Q2 | $518K | Sell |
|
|||||
|
2023
Q1 | $474K | Sell |
|
|||||
|
2022
Q4 | $466K | Buy |
|
|||||
|
2022
Q3 | $406K | Buy |
|
|||||
|
2022
Q2 | $288K | Buy |
|
|||||
|
2022
Q1 | $245K | Sell |
|
|||||
|
2021
Q4 | $266K | Buy |
|