American Portfolios Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $177K | Buy |
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2022
Q2 | $148K | Sell |
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|
2022
Q1 | $212K | Sell |
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|
2021
Q4 | $244K | Sell |
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|
2021
Q3 | $293K | Buy |
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|
2021
Q2 | $227K | Buy |
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|
2021
Q1 | $183K | Buy |
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|
2020
Q4 | $44.4K | Buy |
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|
2020
Q3 | $39.6K | Hold |
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|
2020
Q2 | $36K | Hold |
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|
2020
Q1 | $29.5K | Buy |
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|
2019
Q4 | $8.04K | Hold |
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|
2019
Q3 | $7.42K | Sell |
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|
2019
Q2 | $14.6K | Hold |
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|
2019
Q1 | $14.2K | Sell |
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|
2018
Q4 | $14.5K | Buy |
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|
2018
Q3 | $7.16K | Hold |
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|
2018
Q2 | $6.77K | Hold |
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|
2018
Q1 | $6.65K | Hold |
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|
2017
Q4 | $6.66K | Buy |
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