Bourgeon Capital Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-625
Closed -$14.5K 344
2023
Q4
$14.5K Buy
625
+90
+17% +$2.09K ﹤0.01% 230
2023
Q3
$11.6K Buy
535
+120
+29% +$2.61K ﹤0.01% 232
2023
Q2
$9.44K Buy
+415
New +$9.44K ﹤0.01% 254