Atlas Capital 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
2021
Q4
Sell
-301
Closed -$28.9K 957
2021
Q3
$28.9K Buy
301
+1
+0.3% +$96 ﹤0.01% 596
2021
Q2
$28.7K Hold
300
﹤0.01% 607
2021
Q1
$26.3K Buy
+300
New +$26.3K 0.01% 563