SWPG
Strategic Wealth Partners Group’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
Q1 | $384K | Sell |
9,533
-241
| -2% | -$9.71K | 0.04% | 62 |
|
|
2023
Q4 | $372K | Buy |
9,774
+39
| +0.4% | +$1.48K | 0.05% | 58 |
|
|
2023
Q3 | $329K | Buy |
9,735
+276
| +3% | +$9.32K | 0.05% | 53 |
|
|
2023
Q2 | $335K | Buy |
9,459
+2,422
| +34% | +$85.8K | 0.05% | 54 |
|
|
2023
Q1 | $231K | Buy |
+7,037
| New | +$231K | 0.04% | 54 |
|