Fiduciary Planning’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-9,055
| Closed | -$249K | – | 62 |
|
|
2021
Q3 | $249K | Buy |
9,055
+44
| +0.5% | +$1.21K | 0.13% | 62 |
|
|
2021
Q2 | $250K | Sell |
9,011
-49
| -0.5% | -$1.36K | 0.22% | 58 |
|
|
2021
Q1 | $244K | Buy |
9,060
+123
| +1% | +$3.31K | 0.37% | 39 |
|
|
2020
Q4 | $253K | Buy |
8,937
+55
| +0.6% | +$1.56K | 0.36% | 49 |
|
|
2020
Q3 | $246K | Buy |
+8,882
| New | +$246K | 0.41% | 44 |
|