DB Wealth Management Group’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $54.2K | Hold |
642
| – | – | 0.03% | 164 |
|
|
2023
Q3 | $48.4K | Hold |
642
| – | – | 0.03% | 164 |
|
|
2023
Q2 | $49.7K | Hold |
642
| – | – | 0.03% | 154 |
|
|
2023
Q1 | $45.7K | Buy |
642
+22
| +4% | +$1.57K | 0.03% | 156 |
|
|
2022
Q4 | $41.1K | Hold |
620
| – | – | 0.03% | 160 |
|
|
2022
Q3 | $38K | Hold |
620
| – | – | 0.03% | 169 |
|
|
2022
Q2 | $41K | Hold |
620
| – | – | 0.03% | 166 |
|
|
2022
Q1 | $49K | Hold |
620
| – | – | 0.03% | 169 |
|
|
2021
Q4 | $52K | Buy |
620
+33
| +6% | +$2.77K | 0.03% | 162 |
|
|
2021
Q3 | $44K | Buy |
+587
| New | +$44K | 0.03% | 167 |
|