BAM
Baldrige Asset Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $207K | Buy |
2,355
+23
| +1% | +$2.02K | 0.08% | 112 |
|
|
2022
Q4 | $192K | Buy |
2,332
+119
| +5% | +$9.8K | 0.09% | 107 |
|
|
2022
Q3 | $168K | Hold |
2,213
| – | – | 0.08% | 110 |
|
|
2022
Q2 | $179K | Sell |
2,213
-852
| -28% | -$68.9K | 0.08% | 111 |
|
|
2022
Q1 | $297K | Buy |
3,065
+33
| +1% | +$3.2K | 0.12% | 92 |
|
|
2021
Q4 | $322K | Hold |
3,032
| – | – | 0.13% | 86 |
|
|
2021
Q3 | $291K | Buy |
3,032
+322
| +12% | +$30.9K | 0.12% | 88 |
|
|
2021
Q2 | $259K | Buy |
2,710
+77
| +3% | +$7.36K | 0.11% | 90 |
|
|
2021
Q1 | $231K | Buy |
+2,633
| New | +$231K | 0.13% | 82 |
|