Sowell Financial Services’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,657
| Closed | -$670K | – | 606 |
|
|
2024
Q3 | $670K | Sell |
13,657
-852
| -6% | -$41.8K | 0.03% | 406 |
|
|
2024
Q2 | $676K | Sell |
14,509
-34
| -0.2% | -$1.58K | 0.03% | 392 |
|
|
2024
Q1 | $657K | Buy |
+14,543
| New | +$657K | 0.03% | 414 |
|
|
2023
Q4 | – | Sell |
-14,632
| Closed | -$509K | – | 581 |
|
|
2023
Q3 | $509K | Sell |
14,632
-274
| -2% | -$9.53K | 0.03% | 396 |
|
|
2023
Q2 | $536K | Buy |
+14,906
| New | +$536K | 0.03% | 445 |
|
|
2021
Q2 | – | Sell |
-775
| Closed | -$27K | – | 2623 |
|
|
2021
Q1 | $27K | Buy |
+775
| New | +$27K | ﹤0.01% | 1926 |
|