BB&T Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $230K | Buy |
3,706
+132
| +4% | +$8.19K | ﹤0.01% | 1440 |
|
|
2019
Q2 | $217K | Buy |
3,574
+60
| +2% | +$3.64K | ﹤0.01% | 1473 |
|
|
2019
Q1 | $207K | Buy |
+3,514
| New | +$207K | ﹤0.01% | 1472 |
|
|
2018
Q4 | – | Sell |
-4,020
| Closed | -$239K | – | 1591 |
|
|
2018
Q3 | $239K | Buy |
4,020
+58
| +1% | +$3.45K | ﹤0.01% | 1399 |
|
|
2018
Q2 | $223K | Buy |
3,962
+88
| +2% | +$4.95K | ﹤0.01% | 1400 |
|
|
2018
Q1 | $214K | Buy |
3,874
+244
| +7% | +$13.5K | ﹤0.01% | 1359 |
|
|
2017
Q4 | $201K | Buy |
+3,630
| New | +$201K | ﹤0.01% | 1340 |
|