WR Wealth Planners’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.83K | Sell |
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|
2024
Q3 | $16.8K | Sell |
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|
2024
Q2 | $15.9K | Sell |
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|
2024
Q1 | $40.6K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $38.7K | Sell |
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|
2023
Q2 | $41.2K | Sell |
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|
2023
Q1 | $54.6K | Sell |
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|
2022
Q4 | $58.1K | Sell |
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|
2022
Q3 | $70.8K | Sell |
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|
2022
Q2 | $86.5K | Sell |
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|
2022
Q1 | $133K | Buy |
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