Community Financial Services Group’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,611
| Closed | -$433K | – | 134 |
|
|
2024
Q1 | $433K | Buy |
+4,611
| New | +$433K | 0.1% | 111 |
|
|
2023
Q3 | $1.56M | Buy |
+20,751
| New | +$1.56M | 0.39% | 45 |
|
|
2021
Q4 | $926K | Buy |
10,974
+3,537
| +48% | +$298K | 0.23% | 56 |
|
|
2021
Q3 | $562K | Buy |
7,437
+710
| +11% | +$53.7K | 0.15% | 73 |
|
|
2021
Q2 | $505K | Buy |
+6,727
| New | +$505K | 0.14% | 77 |
|