CWS
Cypress Wealth Services’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
13,574
-16
| -0.1% | -$1.73K | 0.26% | 73 |
|
|
2025
Q1 | $1.3M | Sell |
13,590
-1,848
| -12% | -$177K | 0.26% | 73 |
|
|
2024
Q4 | $1.59M | Sell |
15,438
-23
| -0.1% | -$2.37K | 0.32% | 65 |
|
|
2024
Q3 | $1.57M | Buy |
15,461
+5
| +0% | +$508 | 0.32% | 62 |
|
|
2024
Q2 | $1.51M | Sell |
15,456
-1,480
| -9% | -$144K | 0.34% | 62 |
|
|
2024
Q1 | $1.59M | Sell |
16,936
-54
| -0.3% | -$5.07K | 0.37% | 60 |
|
|
2023
Q4 | $1.43M | Sell |
16,990
-2,272
| -12% | -$192K | 0.36% | 57 |
|
|
2023
Q3 | $1.45M | Sell |
19,262
-1,819
| -9% | -$137K | 0.4% | 53 |
|
|
2023
Q2 | $1.67M | Sell |
21,081
-2,271
| -10% | -$180K | 0.44% | 50 |
|
|
2023
Q1 | $1.66M | Sell |
23,352
-2,059
| -8% | -$147K | 0.49% | 45 |
|
|
2022
Q4 | $1.69M | Buy |
25,411
+607
| +2% | +$40.3K | 0.54% | 42 |
|
|
2022
Q3 | $1.55M | Sell |
24,804
-459
| -2% | -$28.6K | 0.53% | 45 |
|
|
2022
Q2 | $1.68M | Buy |
25,263
+8,378
| +50% | +$556K | 0.54% | 48 |
|
|
2022
Q1 | $1.34M | Buy |
16,885
+12,495
| +285% | +$989K | 0.36% | 54 |
|
|
2021
Q4 | $370K | Buy |
+4,390
| New | +$370K | 0.1% | 148 |
|