Foster Dykema Cabot & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $12K | Hold |
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|
2023
Q2 | $13K | Hold |
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|
2023
Q1 | $12K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $386K | Hold |
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|
2019
Q2 | $380K | Hold |
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|
2019
Q1 | $369K | Hold |
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|
2018
Q4 | $322K | Buy |
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|
2018
Q3 | $364K | Hold |
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|
2018
Q2 | $352K | Sell |
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|
2018
Q1 | $368K | Sell |
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|
2017
Q4 | $370K | Hold |
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|
2017
Q3 | $348K | Hold |
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|
2017
Q2 | $341K | Sell |
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|
2017
Q1 | $403K | Buy |
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|
2016
Q4 | $349K | Sell |
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|
2016
Q3 | $361K | Hold |
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|
2016
Q2 | $343K | Sell |
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|
2016
Q1 | $338K | Hold |
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|
2015
Q4 | $331K | Sell |
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|
2015
Q3 | $343K | Hold |
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|
2015
Q2 | $370K | Buy |
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|
2015
Q1 | $288K | Buy |
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