Retirement Capital Strategies’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,533
| Closed | -$440K | – | 91 |
|
|
2024
Q3 | $440K | Buy |
+10,533
| New | +$440K | 0.17% | 48 |
|
|
2023
Q3 | – | Sell |
-21,814
| Closed | -$764K | – | 72 |
|
|
2023
Q2 | $764K | Buy |
+21,814
| New | +$764K | 0.35% | 39 |
|
|
2021
Q1 | – | Sell |
-15,326
| Closed | -$509K | – | 90 |
|
|
2020
Q4 | $509K | Buy |
+15,326
| New | +$509K | 0.21% | 48 |
|