Covington Capital Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $120K | Hold |
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|
2022
Q2 | $128K | Hold |
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|
2022
Q1 | $153K | Hold |
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|
2021
Q4 | $168K | Buy |
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|
2021
Q3 | $134K | Hold |
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|
2021
Q2 | $134K | Hold |
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|
2021
Q1 | $123K | Sell |
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|
2020
Q4 | $119K | Buy |
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|
2020
Q3 | $7K | Hold |
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|
2020
Q2 | $7K | Hold |
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|
2020
Q1 | $5K | Hold |
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|
2019
Q4 | $7K | Hold |
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|
2019
Q3 | $6K | Hold |
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|
2019
Q2 | $6K | Buy |
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