FIG
FundX Investment Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $4.79M | Buy |
45,124
+28,800
| +176% | +$3.06M | 1.17% | 17 |
|
|
2021
Q3 | $1.57M | Hold |
16,324
| – | – | 0.74% | 19 |
|
|
2021
Q2 | $2.56K | Hold |
16,324
| – | – | 0.27% | 17 |
|
|
2021
Q1 | $1.43M | Hold |
16,324
| – | – | 0.81% | 20 |
|
|
2020
Q4 | $1.34M | Buy |
16,324
+8,162
| +100% | +$672K | 0.56% | 23 |
|
|
2020
Q3 | $1.2M | Hold |
8,162
| – | – | 0.46% | 25 |
|
|
2020
Q2 | $1.09M | Hold |
8,162
| – | – | 0.46% | 26 |
|
|
2020
Q1 | $896K | Hold |
8,162
| – | – | 0.33% | 26 |
|
|
2019
Q4 | $1.09M | Hold |
8,162
| – | – | 0.29% | 36 |
|
|
2019
Q3 | $1.01M | Hold |
8,162
| – | – | 0.36% | 25 |
|
|
2019
Q2 | $995K | Hold |
8,162
| – | – | 0.41% | 26 |
|
|
2019
Q1 | $965K | Sell |
8,162
-1,180
| -13% | -$140K | 0.33% | 32 |
|
|
2018
Q4 | $964K | Hold |
9,342
| – | – | 0.36% | 33 |
|
|
2018
Q3 | $1.12M | Hold |
9,342
| – | – | 0.62% | 19 |
|
|
2018
Q2 | $1.05M | Hold |
9,342
| – | – | 0.52% | 20 |
|
|
2018
Q1 | $1.04M | Sell |
9,342
-380
| -4% | -$42.1K | 0.54% | 16 |
|
|
2017
Q4 | $1.08M | Hold |
9,722
| – | – | 0.54% | 22 |
|
|
2017
Q3 | $1.02M | Sell |
9,722
-2,849
| -23% | -$298K | 0.43% | 17 |
|
|
2017
Q2 | $1.29M | Sell |
12,571
-371
| -3% | -$38K | 0.52% | 19 |
|
|
2017
Q1 | $1.27M | Hold |
12,942
| – | – | 0.53% | 25 |
|
|
2016
Q4 | $1.19M | Sell |
12,942
-7,545
| -37% | -$694K | 0.42% | 24 |
|
|
2016
Q3 | $1.86M | Buy |
20,487
+3,000
| +17% | +$273K | 0.48% | 23 |
|
|
2016
Q2 | $1.51M | Buy |
+17,487
| New | +$1.51M | 0.38% | 26 |
|
|
2015
Q1 | – | Sell |
-9,603
| Closed | -$827K | – | 30 |
|
|
2014
Q4 | $827K | Buy |
+9,603
| New | +$827K | 0.25% | 14 |
|