Boston Standard Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-5,266
| Closed | -$240K | – | 23 |
|
|
2016
Q3 | $240K | Hold |
5,266
| – | – | 0.19% | 23 |
|
|
2016
Q2 | $228K | Sell |
5,266
-196
| -4% | -$8.49K | 0.2% | 23 |
|
|
2016
Q1 | $233K | Buy |
+5,462
| New | +$233K | 0.21% | 24 |
|
|
2015
Q3 | – | Sell |
-4,738
| Closed | -$201K | – | 26 |
|
|
2015
Q2 | $201K | Sell |
4,738
-106
| -2% | -$4.5K | 0.19% | 25 |
|
|
2015
Q1 | $210K | Buy |
4,844
+14
| +0.3% | +$607 | 0.2% | 25 |
|
|
2014
Q4 | $203K | Buy |
+4,830
| New | +$203K | 0.2% | 26 |
|