Clear Perspectives Financial Planning’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Clear Perspectives Financial Planning’s Portfolio SUSA Stock Details SUSA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$437K	Hold
2022 Q4	$410K	Sell
2022 Q3	$379K	Sell
2022 Q2	$451K	Sell
2022 Q1	$2.41M	Sell
2021 Q4	$2.89M	Buy
2021 Q3	$2.48M	Buy
2021 Q2	$1.91M	Buy
2021 Q1	$1.68M	Hold
2020 Q4	$1.57M	Buy