Sugarloaf 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
Q4 | $10.4K | Sell |
210
-4,588
| -96% | -$228K | ﹤0.01% | 493 |
|
|
2024
Q3 | $235K | Sell |
4,798
-54
| -1% | -$2.65K | 0.04% | 141 |
|
|
2024
Q2 | $226K | Hold |
4,852
| – | – | 0.05% | 130 |
|
|
2024
Q1 | $219K | Buy |
4,852
+280
| +6% | +$12.6K | 0.05% | 136 |
|
|
2023
Q4 | $182K | Hold |
4,572
| – | – | 0.04% | 147 |
|
|
2023
Q3 | $158K | Sell |
4,572
-236
| -5% | -$8.18K | 0.04% | 155 |
|
|
2023
Q2 | $173K | Hold |
4,808
| – | – | 0.04% | 152 |
|
|
2023
Q1 | $159K | Sell |
4,808
-32
| -0.7% | -$1.06K | 0.04% | 153 |
|
|
2022
Q4 | $148K | Hold |
4,840
| – | – | 0.04% | 154 |
|
|
2022
Q3 | $136K | Buy |
+4,840
| New | +$136K | 0.03% | 163 |
|