Elmwood Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-750
| Closed | -$63K | – | 294 |
|
|
2021
Q4 | $63K | Buy |
+750
| New | +$63K | 0.03% | 179 |
|
|
2021
Q2 | $56K | Hold |
750
| – | – | 0.03% | 165 |
|
|
2021
Q1 | $52K | Buy |
+750
| New | +$52K | 0.03% | 165 |
|
|
2020
Q3 | $41K | Hold |
750
| – | – | 0.03% | 140 |
|
|
2020
Q2 | $41K | Buy |
+750
| New | +$41K | 0.03% | 140 |
|