Evoke Wealth’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-175
| Closed | -$13K | – | 1050 |
|
|
2022
Q3 | $13K | Buy |
175
+125
| +250% | +$9.29K | ﹤0.01% | 716 |
|
|
2022
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 953 |
|
|
2022
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 922 |
|
|
2021
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 911 |
|
|
2021
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 911 |
|
|
2021
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 900 |
|
|
2021
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 907 |
|
|
2020
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 789 |
|
|
2020
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 736 |
|
|
2020
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 818 |
|
|
2020
Q1 | $2.74K | Buy |
+50
| New | +$2.74K | ﹤0.01% | 750 |
|
|
2019
Q4 | – | Sell |
-50
| Closed | -$3.09K | – | 1449 |
|
|
2019
Q3 | $3.09K | Buy |
+50
| New | +$3.09K | ﹤0.01% | 1121 |
|