Spire Wealth Management’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
Q2 | – | Sell |
-6,092
| Closed | -$275K | – | 2394 |
|
|
2024
Q1 | $275K | Sell |
6,092
-644
| -10% | -$29.1K | 0.01% | 688 |
|
|
2023
Q4 | $276K | Buy |
6,736
+1,787
| +36% | +$73.2K | 0.01% | 677 |
|
|
2023
Q3 | $172K | Buy |
4,949
+1,920
| +63% | +$66.5K | 0.01% | 757 |
|
|
2023
Q2 | $109K | Buy |
3,029
+2,992
| +8,086% | +$108K | ﹤0.01% | 945 |
|
|
2023
Q1 | $1.22K | Buy |
37
+19
| +106% | +$629 | ﹤0.01% | 2365 |
|
|
2022
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 2263 |
|
|
2022
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 2143 |
|
|
2022
Q2 | $1K | Sell |
18
-18
| -50% | -$1K | ﹤0.01% | 2589 |
|
|
2022
Q1 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 2486 |
|