Bard Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,500
| Closed | -$421K | – | 300 |
|
|
2023
Q2 | $421K | Hold |
4,500
| – | – | 0.03% | 228 |
|
|
2023
Q1 | $395K | Hold |
4,500
| – | – | 0.03% | 229 |
|
|
2022
Q4 | $370K | Hold |
4,500
| – | – | 0.03% | 231 |
|
|
2022
Q3 | $342K | Hold |
4,500
| – | – | 0.03% | 225 |
|
|
2022
Q2 | $363K | Hold |
4,500
| – | – | 0.03% | 220 |
|
|
2022
Q1 | $436K | Hold |
4,500
| – | – | 0.04% | 204 |
|
|
2021
Q4 | $478K | Hold |
4,500
| – | – | 0.04% | 189 |
|
|
2021
Q3 | $432K | Hold |
4,500
| – | – | 0.04% | 191 |
|
|
2021
Q2 | $430K | Hold |
4,500
| – | – | 0.04% | 197 |
|
|
2021
Q1 | $395K | Hold |
4,500
| – | – | 0.04% | 196 |
|
|
2020
Q4 | $370K | Buy |
+4,500
| New | +$370K | 0.04% | 192 |
|