DB Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $35.8K | Hold |
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|
2023
Q3 | $32K | Hold |
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|
2023
Q2 | $33.3K | Hold |
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|
2023
Q1 | $31.2K | Sell |
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|
2022
Q4 | $31.2K | Hold |
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|
2022
Q3 | $29K | Hold |
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|
2022
Q2 | $31K | Sell |
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|
2022
Q1 | $39K | Hold |
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|
2021
Q4 | $43K | Hold |
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|
2021
Q3 | $39K | Hold |
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|
2021
Q2 | $39K | Hold |
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|
2021
Q1 | $36K | Hold |
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|
2020
Q4 | $33K | Buy |
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