BDO Wealth Advisors’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
Q2 | $11.9K | Hold |
127
| – | – | ﹤0.01% | 677 |
|
|
2023
Q1 | $11.1K | Sell |
127
-3,964
| -97% | -$348K | ﹤0.01% | 683 |
|
|
2022
Q4 | $337K | Buy |
4,091
+13
| +0.3% | +$1.07K | 0.04% | 207 |
|
|
2022
Q3 | $310K | Buy |
4,078
+15
| +0.4% | +$1.14K | 0.04% | 210 |
|
|
2022
Q2 | $328K | Buy |
4,063
+8
| +0.2% | +$646 | 0.04% | 205 |
|
|
2022
Q1 | $393K | Buy |
4,055
+9
| +0.2% | +$872 | 0.04% | 202 |
|
|
2021
Q4 | $430K | Buy |
4,046
+8
| +0.2% | +$850 | 0.05% | 198 |
|
|
2021
Q3 | $387K | Buy |
4,038
+2,980
| +282% | +$286K | 0.04% | 206 |
|
|
2021
Q2 | $101K | Hold |
1,058
| – | – | 0.01% | 372 |
|
|
2021
Q1 | $93K | Buy |
+1,058
| New | +$93K | 0.01% | 365 |
|
|
2018
Q4 | – | Sell |
-2,000
| Closed | -$119K | – | 618 |
|
|
2018
Q3 | $119K | Hold |
2,000
| – | – | 0.04% | 202 |
|
|
2018
Q2 | $113K | Hold |
2,000
| – | – | 0.04% | 205 |
|
|
2018
Q1 | $111K | Hold |
2,000
| – | – | 0.04% | 178 |
|
|
2017
Q4 | $111K | Hold |
2,000
| – | – | 0.05% | 149 |
|
|
2017
Q3 | $105K | Buy |
+2,000
| New | +$105K | 0.05% | 134 |
|