BAM
Baldrige Asset Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $295K | Sell |
12,797
-86
| -0.7% | -$1.98K | 0.12% | 93 |
|
|
2022
Q4 | $287K | Sell |
12,883
-1,260
| -9% | -$28.1K | 0.13% | 90 |
|
|
2022
Q3 | $308K | Sell |
14,143
-147
| -1% | -$3.2K | 0.15% | 86 |
|
|
2022
Q2 | $331K | Sell |
14,290
-3,099
| -18% | -$71.8K | 0.15% | 87 |
|
|
2022
Q1 | $437K | Buy |
17,389
+2,565
| +17% | +$64.5K | 0.18% | 79 |
|
|
2021
Q4 | $405K | Buy |
14,824
+4,093
| +38% | +$112K | 0.16% | 77 |
|
|
2021
Q3 | $295K | Buy |
10,731
+771
| +8% | +$21.2K | 0.12% | 86 |
|
|
2021
Q2 | $276K | Buy |
9,960
+1,572
| +19% | +$43.6K | 0.12% | 86 |
|
|
2021
Q1 | $226K | Buy |
+8,388
| New | +$226K | 0.12% | 83 |
|