Confluence Wealth Services’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
2022
Q1
Sell
-651
Closed -$54K 1040
2021
Q4
$54K Buy
+651
New +$54K 0.02% 455