GHP Investment Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.7K | Hold |
320
| – | – | ﹤0.01% | 556 |
|
|
2025
Q1 | $30.7K | Hold |
320
| – | – | ﹤0.01% | 550 |
|
|
2024
Q4 | $33K | Sell |
320
-255
| -44% | -$26.3K | ﹤0.01% | 542 |
|
|
2024
Q3 | $58.4K | Hold |
575
| – | – | ﹤0.01% | 497 |
|
|
2024
Q2 | $56K | Hold |
575
| – | – | ﹤0.01% | 491 |
|
|
2024
Q1 | $54K | Hold |
575
| – | – | ﹤0.01% | 493 |
|
|
2023
Q4 | $48.5K | Hold |
575
| – | – | ﹤0.01% | 488 |
|
|
2023
Q3 | $43.8K | Hold |
575
| – | – | ﹤0.01% | 510 |
|
|
2023
Q2 | $44.9K | Sell |
575
-394
| -41% | -$30.8K | ﹤0.01% | 499 |
|
|
2023
Q1 | $69.1K | Hold |
969
| – | – | ﹤0.01% | 464 |
|
|
2022
Q4 | $64.3K | Hold |
969
| – | – | ﹤0.01% | 470 |
|
|
2022
Q3 | $60K | Hold |
969
| – | – | ﹤0.01% | 465 |
|
|
2022
Q2 | $64K | Hold |
969
| – | – | ﹤0.01% | 454 |
|
|
2022
Q1 | $77K | Buy |
+969
| New | +$77K | 0.01% | 448 |
|