Financial Synergies Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-234
| Closed | -$25.6K | – | 423 |
|
|
2024
Q1 | $25.6K | Buy |
234
+54
| +30% | +$5.9K | ﹤0.01% | 173 |
|
|
2023
Q4 | $14.8K | Sell |
180
-34
| -16% | -$2.8K | ﹤0.01% | 159 |
|
|
2023
Q3 | $19.3K | Buy |
214
+10
| +5% | +$900 | ﹤0.01% | 181 |
|
|
2023
Q2 | $19.1K | Buy |
204
+9
| +5% | +$843 | ﹤0.01% | 177 |
|
|
2023
Q1 | $17.1K | Buy |
195
+15
| +8% | +$1.31K | ﹤0.01% | 196 |
|
|
2022
Q4 | $14.8K | Buy |
180
+28
| +18% | +$2.3K | ﹤0.01% | 159 |
|
|
2022
Q3 | $11.6K | Buy |
152
+10
| +7% | +$760 | ﹤0.01% | 153 |
|
|
2022
Q2 | $11.4K | Buy |
+142
| New | +$11.4K | ﹤0.01% | 161 |
|