WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.83K | Sell |
211
-187
| -47% | -$7.82K | ﹤0.01% | 610 |
|
|
2024
Q3 | $16.8K | Sell |
398
-5
| -1% | -$211 | ﹤0.01% | 536 |
|
|
2024
Q2 | $15.9K | Sell |
403
-586
| -59% | -$23.2K | ﹤0.01% | 486 |
|
|
2024
Q1 | $40.6K | Buy |
+989
| New | +$40.6K | 0.01% | 361 |
|
|
2023
Q4 | – | Sell |
-1,143
| Closed | -$38.7K | – | 871 |
|
|
2023
Q3 | $38.7K | Sell |
1,143
-14
| -1% | -$474 | 0.01% | 350 |
|
|
2023
Q2 | $41.2K | Sell |
1,157
-449
| -28% | -$16K | 0.02% | 343 |
|
|
2023
Q1 | $54.6K | Sell |
1,606
-165
| -9% | -$5.61K | 0.02% | 311 |
|
|
2022
Q4 | $58.1K | Sell |
1,771
-610
| -26% | -$20K | 0.04% | 163 |
|
|
2022
Q3 | $70.8K | Sell |
2,381
-448
| -16% | -$13.3K | 0.05% | 142 |
|
|
2022
Q2 | $86.5K | Sell |
2,829
-815
| -22% | -$24.9K | 0.06% | 139 |
|
|
2022
Q1 | $133K | Buy |
+3,644
| New | +$133K | 0.08% | 118 |
|