Spire Wealth Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-915
| Closed | -$35.2K | – | 2199 |
|
|
2024
Q2 | $35.2K | Buy |
915
+281
| +44% | +$10.8K | ﹤0.01% | 1239 |
|
|
2024
Q1 | $25.5K | Hold |
634
| – | – | ﹤0.01% | 1431 |
|
|
2023
Q4 | $23.4K | Sell |
634
-480
| -43% | -$17.7K | ﹤0.01% | 1478 |
|
|
2023
Q3 | $37.5K | Buy |
1,114
+431
| +63% | +$14.5K | ﹤0.01% | 1274 |
|
|
2023
Q2 | $24.2K | Buy |
683
+663
| +3,315% | +$23.5K | ﹤0.01% | 1509 |
|
|
2023
Q1 | $680 | Buy |
+20
| New | +$680 | ﹤0.01% | 2436 |
|
|
2021
Q3 | – | Sell |
-370
| Closed | -$15K | – | 2586 |
|
|
2021
Q2 | $15K | Buy |
+370
| New | +$15K | ﹤0.01% | 1982 |
|