Fingerlakes Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$308K Sell
2024
Q1
$428K Buy
2023
Q4
$428K Buy
2023
Q3
$399K Sell
2023
Q2
$461K Sell
2023
Q1
$478K Sell
2022
Q4
$601K Sell
2022
Q3
$608K Buy
2022
Q2
$643K Buy
2022
Q1
$687K Buy
2021
Q4
$536K Buy