Bogart Wealth LLC’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-77
| Closed | -$1.89K | – | 1211 |
|
|
2024
Q2 | $1.89K | Hold |
77
| – | – | ﹤0.01% | 937 |
|
|
2024
Q1 | $1.89K | Hold |
77
| – | – | ﹤0.01% | 910 |
|
|
2023
Q4 | $1.89K | Hold |
77
| – | – | ﹤0.01% | 901 |
|
|
2023
Q3 | $1.83K | Hold |
77
| – | – | ﹤0.01% | 891 |
|
|
2023
Q2 | $1.84K | Hold |
77
| – | – | ﹤0.01% | 891 |
|
|
2023
Q1 | $1.85K | Hold |
77
| – | – | ﹤0.01% | 915 |
|
|
2022
Q4 | $1.83K | Hold |
77
| – | – | ﹤0.01% | 800 |
|
|
2022
Q3 | $2K | Hold |
77
| – | – | ﹤0.01% | 844 |
|
|
2022
Q2 | $2K | Hold |
77
| – | – | ﹤0.01% | 791 |
|
|
2022
Q1 | $2K | Hold |
77
| – | – | ﹤0.01% | 702 |
|
|
2021
Q4 | $2K | Hold |
77
| – | – | ﹤0.01% | 672 |
|
|
2021
Q3 | $2K | Hold |
77
| – | – | ﹤0.01% | 649 |
|
|
2021
Q2 | $2K | Hold |
77
| – | – | ﹤0.01% | 615 |
|
|
2021
Q1 | $2K | Buy |
+77
| New | +$2K | ﹤0.01% | 571 |
|