Arkadios Wealth Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,548
| Closed | -$215K | – | 624 |
|
|
2021
Q4 | $215K | Buy |
2,548
+151
| +6% | +$12.7K | 0.03% | 528 |
|
|
2021
Q3 | $180K | Buy |
2,397
+176
| +8% | +$13.2K | 0.03% | 535 |
|
|
2021
Q2 | $166K | Buy |
2,221
+601
| +37% | +$44.9K | 0.02% | 584 |
|
|
2021
Q1 | $112K | Buy |
1,620
+1,460
| +913% | +$101K | 0.02% | 516 |
|
|
2020
Q4 | $10K | Buy |
+160
| New | +$10K | ﹤0.01% | 973 |
|