WWG
West Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,163
| Closed | -$236K | – | 75 |
|
|
2022
Q4 | $236K | Buy |
7,163
+153
| +2% | +$5.03K | 0.12% | 58 |
|
|
2022
Q3 | $215K | Buy |
7,010
+7
| +0.1% | +$215 | 0.11% | 55 |
|
|
2022
Q2 | $220K | Sell |
7,003
-594
| -8% | -$18.7K | 0.1% | 64 |
|
|
2022
Q1 | $289K | Buy |
+7,597
| New | +$289K | 0.11% | 47 |
|