Sargent Bickham Lagudis’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
2022
Q4
$8.53K Hold
2022
Q3
$8K Hold
2022
Q2
$9K Hold
2022
Q1
$10K Hold
2021
Q4
$11K Buy