Cypress Wealth Services’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.57M | Sell |
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|
2025
Q2 | $1.47M | Sell |
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|
2025
Q1 | $1.3M | Sell |
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|
2024
Q4 | $1.59M | Sell |
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|
2024
Q3 | $1.57M | Buy |
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|
2024
Q2 | $1.51M | Sell |
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|
2024
Q1 | $1.59M | Sell |
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|
2023
Q4 | $1.43M | Sell |
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|
2023
Q3 | $1.45M | Sell |
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|
2023
Q2 | $1.67M | Sell |
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|
2023
Q1 | $1.66M | Sell |
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|
2022
Q4 | $1.69M | Buy |
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|
2022
Q3 | $1.54M | Sell |
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|
2022
Q2 | $1.68M | Buy |
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|
2022
Q1 | $1.34M | Buy |
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|
2021
Q4 | $370K | Buy |
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