Alpha Omega Wealth Management’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
2019
Q3
Sell
-104
Closed -$6K 508
2019
Q2
$6K Hold
104
﹤0.01% 490
2019
Q1
$6K Buy
+104
New +$6K ﹤0.01% 472