CPWMP
Cardinal Point Wealth Management Partners’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.44M | Sell |
59,873
-9,805
| -14% | -$236K | 0.44% | 20 |
|
|
2022
Q4 | $1.66M | Buy |
69,678
+42,943
| +161% | +$1.02M | 0.57% | 18 |
|
|
2022
Q3 | $626K | Sell |
26,735
-1,440
| -5% | -$33.7K | 0.3% | 27 |
|
|
2022
Q2 | $679K | Buy |
28,175
+9,650
| +52% | +$233K | 0.33% | 29 |
|
|
2022
Q1 | $456K | Hold |
18,525
| – | – | 0.2% | 30 |
|
|
2021
Q4 | $475K | Buy |
+18,525
| New | +$475K | 0.21% | 32 |
|