Sound View Wealth Advisors Group’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $284K | Sell |
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|
2024
Q1 | $320K | Sell |
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|
2023
Q4 | $295K | Buy |
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|
2023
Q3 | $263K | Hold |
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|
2023
Q2 | $277K | Sell |
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|
2023
Q1 | $264K | Sell |
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|
2022
Q4 | $295K | Sell |
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|
2022
Q3 | $258K | Hold |
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|
2022
Q2 | $266K | Hold |
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|
2022
Q1 | $318K | Buy |
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|
2021
Q4 | $284K | Buy |
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|
2021
Q3 | $225K | Buy |
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|
2021
Q2 | $211K | Buy |
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