Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $437K | Hold |
4,978
| – | – | 0.25% | 31 |
|
|
2022
Q4 | $410K | Sell |
4,978
-20
| -0.4% | -$1.65K | 0.22% | 36 |
|
|
2022
Q3 | $379K | Sell |
4,998
-590
| -11% | -$44.7K | 0.19% | 37 |
|
|
2022
Q2 | $451K | Sell |
5,588
-19,332
| -78% | -$1.56M | 0.18% | 36 |
|
|
2022
Q1 | $2.41M | Sell |
24,920
-2,267
| -8% | -$220K | 0.91% | 26 |
|
|
2021
Q4 | $2.89M | Buy |
27,187
+1,304
| +5% | +$139K | 1.17% | 23 |
|
|
2021
Q3 | $2.48M | Buy |
25,883
+5,863
| +29% | +$562K | 1.12% | 23 |
|
|
2021
Q2 | $1.91M | Buy |
20,020
+936
| +5% | +$89.4K | 0.92% | 25 |
|
|
2021
Q1 | $1.68M | Hold |
19,084
| – | – | 0.97% | 24 |
|
|
2020
Q4 | $1.57M | Buy |
+19,084
| New | +$1.57M | 1% | 25 |
|