DT Investment Partners’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.6K | Buy |
587
+57
| +11% | +$6.18K | 0.01% | 215 |
|
|
2025
Q1 | $50.8K | Buy |
530
+32
| +6% | +$3.07K | ﹤0.01% | 232 |
|
|
2024
Q4 | $51.3K | Hold |
498
| – | – | ﹤0.01% | 230 |
|
|
2024
Q3 | $50.6K | Hold |
498
| – | – | ﹤0.01% | 249 |
|
|
2024
Q2 | $48.5K | Hold |
498
| – | – | ﹤0.01% | 239 |
|
|
2024
Q1 | $46.7K | Buy |
498
+7
| +1% | +$657 | ﹤0.01% | 230 |
|
|
2023
Q4 | $43.1K | Sell |
491
-633
| -56% | -$55.6K | ﹤0.01% | 232 |
|
|
2023
Q3 | $84.8K | Hold |
1,124
| – | – | 0.01% | 171 |
|
|
2023
Q2 | $89.7K | Hold |
1,124
| – | – | 0.01% | 174 |
|
|
2023
Q1 | $81.1K | Buy |
1,124
+69
| +7% | +$4.98K | 0.01% | 184 |
|
|
2022
Q4 | $70K | Sell |
1,055
-16
| -1% | -$1.06K | 0.01% | 187 |
|
|
2022
Q3 | $66K | Buy |
+1,071
| New | +$66K | 0.01% | 185 |
|