Financial Life Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,848
| Closed | -$242K | – | 76 |
|
|
2022
Q4 | $242K | Buy |
+10,848
| New | +$242K | 0.11% | 66 |
|
|
2021
Q3 | – | Sell |
-9,487
| Closed | -$263K | – | 55 |
|
|
2021
Q2 | $263K | Hold |
9,487
| – | – | 0.11% | 48 |
|
|
2021
Q1 | $256K | Hold |
9,487
| – | – | 0.12% | 48 |
|
|
2020
Q4 | $268K | Buy |
+9,487
| New | +$268K | 0.14% | 44 |
|