Sigma Planning Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Buy |
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|
2025
Q1 | $325K | Sell |
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|
2024
Q4 | $346K | Buy |
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|
2024
Q3 | $337K | Sell |
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|
2024
Q2 | $330K | Buy |
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|
2024
Q1 | $296K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $271K | Sell |
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|
2023
Q2 | $298K | Sell |
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|
2023
Q1 | $294K | Buy |
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|
2022
Q4 | $261K | Buy |
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|
2022
Q3 | $222K | Hold |
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|
2022
Q2 | $235K | Buy |
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|
2022
Q1 | $267K | Sell |
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|
2021
Q4 | $319K | Buy |
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|
2021
Q3 | $283K | Buy |
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|
2021
Q2 | $278K | Hold |
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|
2021
Q1 | $257K | Buy |
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