EWS
Evergreen Wealth Solutions’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-34,189
| Closed | -$823K | – | 109 |
|
|
2023
Q1 | $823K | Sell |
34,189
-20,796
| -38% | -$501K | 0.95% | 36 |
|
|
2022
Q4 | $1.31M | Sell |
54,985
-7,997
| -13% | -$190K | 1.72% | 18 |
|
|
2022
Q3 | $1.48M | Buy |
62,982
+1,706
| +3% | +$40.1K | 2.1% | 8 |
|
|
2022
Q2 | $1.48M | Buy |
61,276
+2,303
| +4% | +$55.5K | 1.81% | 11 |
|
|
2022
Q1 | $1.45M | Buy |
58,973
+9,729
| +20% | +$240K | 1.41% | 19 |
|
|
2021
Q4 | $1.26M | Buy |
+49,244
| New | +$1.26M | 1.15% | 24 |
|