SVWAG
Sound View Wealth Advisors Group’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,185
| Closed | -$284K | – | 414 |
|
|
2024
Q2 | $284K | Sell |
7,185
-613
| -8% | -$24.3K | 0.03% | 308 |
|
|
2024
Q1 | $320K | Sell |
7,798
-15
| -0.2% | -$616 | 0.03% | 298 |
|
|
2023
Q4 | $295K | Buy |
7,813
+42
| +0.5% | +$1.58K | 0.03% | 309 |
|
|
2023
Q3 | $263K | Hold |
7,771
| – | – | 0.03% | 309 |
|
|
2023
Q2 | $277K | Sell |
7,771
-4
| -0.1% | -$142 | 0.04% | 299 |
|
|
2023
Q1 | $264K | Sell |
7,775
-38
| -0.5% | -$1.29K | 0.04% | 302 |
|
|
2022
Q4 | $295K | Sell |
7,813
-871
| -10% | -$32.9K | 0.03% | 309 |
|
|
2022
Q3 | $258K | Hold |
8,684
| – | – | 0.06% | 230 |
|
|
2022
Q2 | $266K | Hold |
8,684
| – | – | 0.06% | 233 |
|
|
2022
Q1 | $318K | Buy |
8,684
+1,385
| +19% | +$50.7K | 0.06% | 230 |
|
|
2021
Q4 | $284K | Buy |
7,299
+1,062
| +17% | +$41.3K | 0.05% | 248 |
|
|
2021
Q3 | $225K | Buy |
6,237
+554
| +10% | +$20K | 0.05% | 271 |
|
|
2021
Q2 | $211K | Buy |
+5,683
| New | +$211K | 0.04% | 271 |
|