CIBC World Market’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,650
| Closed | -$226K | – | 1138 |
|
|
2019
Q3 | $226K | Hold |
3,650
| – | – | ﹤0.01% | 934 |
|
|
2019
Q2 | $222K | Hold |
3,650
| – | – | ﹤0.01% | 980 |
|
|
2019
Q1 | $216K | Buy |
+3,650
| New | +$216K | ﹤0.01% | 1010 |
|
|
2018
Q4 | – | Sell |
-3,796
| Closed | -$227K | – | 1147 |
|
|
2018
Q3 | $227K | Hold |
3,796
| – | – | ﹤0.01% | 999 |
|
|
2018
Q2 | $214K | Buy |
+3,796
| New | +$214K | ﹤0.01% | 1023 |
|