Your Advocates Ltd’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,310
| Closed | -$83K | – | 349 |
|
|
2023
Q2 | $83K | Hold |
2,310
| – | – | 0.04% | 44 |
|
|
2023
Q1 | $76.4K | Buy |
2,310
+855
| +59% | +$28.3K | 0.04% | 43 |
|
|
2022
Q4 | $44.6K | Buy |
1,455
+870
| +149% | +$26.7K | 0.03% | 49 |
|
|
2022
Q3 | $16K | Sell |
585
-785
| -57% | -$21.5K | 0.01% | 71 |
|
|
2022
Q2 | $41K | Hold |
1,370
| – | – | 0.02% | 48 |
|
|
2022
Q1 | $49K | Buy |
+1,370
| New | +$49K | 0.03% | 47 |
|