1834 Investment Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-220
| Closed | -$16K | – | 474 |
|
|
2020
Q3 | $16K | Hold |
220
| – | – | ﹤0.01% | 319 |
|
|
2020
Q2 | $15K | Sell |
220
-380
| -63% | -$25.9K | ﹤0.01% | 306 |
|
|
2020
Q1 | $33K | Hold |
600
| – | – | 0.01% | 275 |
|
|
2019
Q4 | $40K | Hold |
600
| – | – | 0.01% | 288 |
|
|
2019
Q3 | $37K | Hold |
600
| – | – | 0.01% | 293 |
|
|
2019
Q2 | $37K | Hold |
600
| – | – | 0.01% | 305 |
|
|
2019
Q1 | $35K | Hold |
600
| – | – | 0.01% | 302 |
|
|
2018
Q4 | $31K | Hold |
600
| – | – | 0.01% | 302 |
|
|
2018
Q3 | $36K | Hold |
600
| – | – | 0.01% | 298 |
|
|
2018
Q2 | $34K | Hold |
600
| – | – | 0.01% | 299 |
|
|
2018
Q1 | $33K | Hold |
600
| – | – | 0.01% | 308 |
|
|
2017
Q4 | $33K | Buy |
+600
| New | +$33K | 0.01% | 319 |
|