SA
ESHY
Stewardship Advisors’s Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF ESHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-190,585
| Closed | -$3.38M | – | 55 |
|
|
2022
Q4 | $3.38M | Sell |
190,585
-64,244
| -25% | -$1.14M | 1.36% | 24 |
|
|
2022
Q3 | $4.43M | Buy |
254,829
+8,635
| +4% | +$150K | 1.92% | 20 |
|
|
2022
Q2 | $4.38M | Sell |
246,194
-5,626
| -2% | -$100K | 1.84% | 21 |
|
|
2022
Q1 | $5.02M | Buy |
251,820
+4,669
| +2% | +$93.1K | 1.85% | 20 |
|
|
2021
Q4 | $5.2M | Buy |
247,151
+1,423
| +0.6% | +$29.9K | 1.87% | 19 |
|
|
2021
Q3 | $5.22M | Buy |
245,728
+60,116
| +32% | +$1.28M | 1.97% | 20 |
|
|
2021
Q2 | $3.96M | Buy |
+185,612
| New | +$3.96M | 1.48% | 23 |
|