TrustCore Financial Services’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $57.9K | Hold |
1,765
| – | – | 0.01% | 429 |
|
|
2022
Q3 | $52K | Sell |
1,765
-865
| -33% | -$25.5K | ﹤0.01% | 436 |
|
|
2022
Q2 | $80K | Buy |
2,630
+1,211
| +85% | +$36.8K | 0.01% | 375 |
|
|
2022
Q1 | $52K | Buy |
1,419
+750
| +112% | +$27.5K | ﹤0.01% | 463 |
|
|
2021
Q4 | $26K | Hold |
669
| – | – | ﹤0.01% | 562 |
|
|
2021
Q3 | $24K | Hold |
669
| – | – | ﹤0.01% | 607 |
|
|
2021
Q2 | $25K | Buy |
+669
| New | +$25K | ﹤0.01% | 582 |
|