Clearview Wealth Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-400
| Closed | -$9.56K | – | 570 |
|
|
2023
Q2 | $9.56K | Sell |
400
-6
| -1% | -$143 | 0.01% | 370 |
|
|
2023
Q1 | $9.77K | Sell |
406
-20
| -5% | -$481 | 0.01% | 374 |
|
|
2022
Q4 | $10.1K | Sell |
426
-313
| -42% | -$7.44K | 0.01% | 329 |
|
|
2022
Q3 | $17K | Sell |
739
-200
| -21% | -$4.6K | 0.01% | 279 |
|
|
2022
Q2 | $23K | Sell |
939
-2,191
| -70% | -$53.7K | 0.02% | 266 |
|
|
2022
Q1 | $77K | Sell |
3,130
-18,599
| -86% | -$458K | 0.05% | 166 |
|
|
2021
Q4 | $557K | Sell |
21,729
-9,078
| -29% | -$233K | 0.34% | 65 |
|
|
2021
Q3 | $800K | Buy |
30,807
+4,681
| +18% | +$122K | 0.51% | 42 |
|
|
2021
Q2 | $680K | Buy |
26,126
+22,737
| +671% | +$592K | 0.42% | 54 |
|
|
2021
Q1 | $88K | Buy |
3,389
+3,270
| +2,748% | +$84.9K | 0.06% | 173 |
|
|
2020
Q4 | $3K | Buy |
+119
| New | +$3K | ﹤0.01% | 491 |
|