Global Retirement Partners’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 | $23.6K | Buy |
+217
| New | +$23.6K | ﹤0.01% | 2203 |
|
|
2024
Q4 | $35.5K | Buy |
345
+1
| +0.3% | +$103 | ﹤0.01% | 1781 |
|
|
2024
Q3 | $35K | Sell |
344
-352
| -51% | -$35.8K | ﹤0.01% | 1735 |
|
|
2024
Q2 | $67.8K | Hold |
696
| – | – | ﹤0.01% | 1367 |
|
|
2024
Q1 | $65.3K | Hold |
696
| – | – | ﹤0.01% | 1277 |
|
|
2023
Q4 | $59.2K | Buy |
696
+109
| +19% | +$9.27K | ﹤0.01% | 1279 |
|
|
2023
Q3 | $44.1K | Buy |
587
+19
| +3% | +$1.43K | ﹤0.01% | 1334 |
|
|
2023
Q2 | $44K | Sell |
568
-451
| -44% | -$34.9K | ﹤0.01% | 1338 |
|
|
2023
Q1 | $72.2K | Sell |
1,019
-157
| -13% | -$11.1K | ﹤0.01% | 1056 |
|
|
2022
Q4 | $78K | Buy |
1,176
+570
| +94% | +$37.8K | 0.01% | 908 |
|
|
2022
Q3 | $40K | Buy |
+606
| New | +$40K | ﹤0.01% | 1113 |
|
|
2022
Q2 | – | Sell |
-413
| Closed | -$28K | – | 2870 |
|
|
2022
Q1 | $28K | Buy |
+413
| New | +$28K | ﹤0.01% | 1222 |
|