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Sargent Bickham Lagudis’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Sargent Bickham Lagudis’s Portfolio XVV Stock Details XVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		$8.53K Hold
300
– – ﹤0.01% 753
2022
Q3 		$8K Hold
300
– – ﹤0.01% 737
2022
Q2 		$9K Hold
300
– – ﹤0.01% 719
2022
Q1 		$10K Hold
300
– – ﹤0.01% 718
2021
Q4 		$11K Buy
+300
New +$11K ﹤0.01% 704