CWAG
Compton Wealth Advisory Group’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,125
| Closed | -$225K | – | 115 |
|
|
2022
Q1 | $225K | Hold |
9,125
| – | – | 0.09% | 110 |
|
|
2021
Q4 | $234K | Hold |
9,125
| – | – | 0.1% | 72 |
|
|
2021
Q3 | $237K | Hold |
9,125
| – | – | 0.11% | 71 |
|
|
2021
Q2 | $238K | Hold |
9,125
| – | – | 0.11% | 71 |
|
|
2021
Q1 | $237K | Buy |
+9,125
| New | +$237K | 0.14% | 73 |
|