FAM
Formidable Asset Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-50
| Closed | -$4K | – | 536 |
|
|
2015
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 478 |
|
|
2015
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 548 |
|
|
2015
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 462 |
|
|
2015
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 448 |
|
|
2014
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 418 |
|
|
2014
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 415 |
|
|
2014
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 441 |
|
|
2014
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 406 |
|
|
2013
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 429 |
|
|
2013
Q3 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 382 |
|