Ford Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-268
| Closed | -$28 | – | 451 |
|
|
2021
Q4 | $28 | Buy |
+268
| New | +$28 | 0.01% | 264 |
|
|
2021
Q3 | – | Sell |
-267
| Closed | -$25K | – | 489 |
|
|
2021
Q2 | $25K | Buy |
+267
| New | +$25K | 0.01% | 268 |
|
|
2018
Q1 | – | Sell |
-252
| Closed | -$14K | – | 324 |
|
|
2017
Q4 | $14K | Buy |
+252
| New | +$14K | 0.01% | 182 |
|