Dana Investment Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,750
| Closed | -$276K | – | 560 |
|
|
2023
Q4 | $276K | Buy |
+2,750
| New | +$276K | 0.01% | 382 |
|
|
2019
Q1 | – | Sell |
-76,698
| Closed | -$3.96M | – | 303 |
|
|
2018
Q4 | $3.96M | Buy |
+76,698
| New | +$3.96M | 0.2% | 95 |
|
|
2018
Q1 | – | Sell |
-6,760
| Closed | -$375K | – | 290 |
|
|
2017
Q4 | $375K | Buy |
+6,760
| New | +$375K | 0.02% | 237 |
|
|
2017
Q1 | – | Sell |
-14,706
| Closed | -$677K | – | 306 |
|
|
2016
Q4 | $677K | Buy |
+14,706
| New | +$677K | 0.03% | 222 |
|