Clearview Wealth Advisors’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
Q3 | – | Sell |
-52
| Closed | -$4.87K | – | 568 |
|
|
2023
Q2 | $4.87K | Hold |
52
| – | – | ﹤0.01% | 435 |
|
|
2023
Q1 | $4.56K | Hold |
52
| – | – | ﹤0.01% | 442 |
|
|
2022
Q4 | $4.28K | Hold |
52
| – | – | ﹤0.01% | 411 |
|
|
2022
Q3 | $4K | Hold |
52
| – | – | ﹤0.01% | 441 |
|
|
2022
Q2 | $4K | Hold |
52
| – | – | ﹤0.01% | 457 |
|
|
2022
Q1 | $5K | Sell |
52
-10
| -16% | -$962 | ﹤0.01% | 460 |
|
|
2021
Q4 | $7K | Buy |
62
+20
| +48% | +$2.26K | ﹤0.01% | 461 |
|
|
2021
Q3 | $4K | Sell |
42
-10
| -19% | -$952 | ﹤0.01% | 531 |
|
|
2021
Q2 | $5K | Hold |
52
| – | – | ﹤0.01% | 516 |
|
|
2021
Q1 | $5K | Hold |
52
| – | – | ﹤0.01% | 495 |
|
|
2020
Q4 | $4K | Buy |
+52
| New | +$4K | ﹤0.01% | 472 |
|