BDO Wealth Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $11.9K | Hold |
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|
2023
Q1 | $11.1K | Sell |
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|
2022
Q4 | $337K | Buy |
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|
2022
Q3 | $310K | Buy |
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|
2022
Q2 | $328K | Buy |
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|
2022
Q1 | $393K | Buy |
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|
2021
Q4 | $430K | Buy |
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|
2021
Q3 | $387K | Buy |
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|
2021
Q2 | $101K | Hold |
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|
2021
Q1 | $93K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $119K | Hold |
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|
2018
Q2 | $113K | Hold |
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|
2018
Q1 | $111K | Hold |
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|
2017
Q4 | $111K | Hold |
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|
2017
Q3 | $105K | Buy |
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