Clearview Wealth Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-263
| Closed | -$5.98K | – | 569 |
|
|
2023
Q2 | $5.98K | Sell |
263
-345
| -57% | -$7.85K | 0.01% | 408 |
|
|
2023
Q1 | $14K | Buy |
608
+234
| +63% | +$5.39K | 0.01% | 318 |
|
|
2022
Q4 | $8.34K | Sell |
374
-991
| -73% | -$22.1K | 0.01% | 353 |
|
|
2022
Q3 | $30K | Buy |
1,365
+114
| +9% | +$2.51K | 0.02% | 210 |
|
|
2022
Q2 | $29K | Buy |
1,251
+417
| +50% | +$9.67K | 0.02% | 238 |
|
|
2022
Q1 | $21K | Buy |
+834
| New | +$21K | 0.01% | 297 |
|
|
2021
Q3 | – | Sell |
-49
| Closed | -$1K | – | 698 |
|
|
2021
Q2 | $1K | Sell |
49
-241
| -83% | -$4.92K | ﹤0.01% | 624 |
|
|
2021
Q1 | $8K | Hold |
290
| – | – | 0.01% | 443 |
|
|
2020
Q4 | $8K | Buy |
+290
| New | +$8K | 0.01% | 407 |
|