Bridgeworth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $308K | Sell |
12,567
-338
| -3% | -$8.27K | 0.03% | 139 |
|
|
2023
Q3 | $307K | Hold |
12,905
| – | – | 0.03% | 126 |
|
|
2023
Q2 | $309K | Buy |
12,905
+953
| +8% | +$22.8K | 0.03% | 129 |
|
|
2023
Q1 | $288K | Buy |
+11,952
| New | +$288K | 0.04% | 131 |
|
|
2022
Q4 | – | Sell |
-8,517
| Closed | -$200K | – | 161 |
|
|
2022
Q3 | $200K | Buy |
+8,517
| New | +$200K | 0.05% | 136 |
|