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Capital Directions Investment Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Capital Directions Investment Advisors’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-374
Closed -$18K – 116
2017
Q1 		$18K Hold
374
– – 0.01% 73
2016
Q4 		$17K Hold
374
– – 0.01% 66
2016
Q3 		$17K Hold
374
– – 0.01% 65
2016
Q2 		$16K Buy
+374
New +$16K 0.01% 66