First Allied Advisory Services’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $428K | Buy |
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|
2020
Q2 | $230K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $221K | Sell |
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|
2019
Q3 | $204K | Hold |
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|
2019
Q2 | $202K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $32K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $583K | Sell |
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|
2017
Q1 | $572K | Buy |
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|
2016
Q4 | $468K | Buy |
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|
2016
Q3 | $370K | Sell |
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|
2016
Q2 | $387K | Sell |
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|
2016
Q1 | $419K | Sell |
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|
2015
Q4 | $418K | Sell |
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|
2015
Q3 | $397K | Buy |
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|
2015
Q2 | $412K | Sell |
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|
2015
Q1 | $478K | Buy |
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|
2014
Q4 | $373K | Buy |
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|
2014
Q3 | $317K | Buy |
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|
2014
Q2 | $316K | Buy |
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|
2014
Q1 | $297K | Buy |
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