WealthSource Partners’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.78M | Sell |
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|
2023
Q3 | $1.68M | Sell |
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|
2023
Q2 | $1.93M | Sell |
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|
2023
Q1 | $1.84M | Buy |
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|
2022
Q4 | $1.69M | Sell |
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|
2022
Q3 | $1.68M | Buy |
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|
2022
Q2 | $1.79M | Sell |
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|
2022
Q1 | $3.39M | Buy |
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|
2021
Q4 | $3.58M | Buy |
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|
2021
Q3 | $3.24M | Buy |
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|
2021
Q2 | $1.91M | Buy |
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|
2021
Q1 | $1.4M | Buy |
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|
2020
Q4 | $976K | Buy |
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