Goodwin Investment Advisory’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7
| Closed | -$166 | – | 82 |
|
|
2023
Q3 | $166 | Sell |
7
-33
| -83% | -$783 | ﹤0.01% | 81 |
|
|
2023
Q2 | $956 | Hold |
40
| – | – | ﹤0.01% | 83 |
|
|
2023
Q1 | $962 | Sell |
40
-1,394
| -97% | -$33.5K | ﹤0.01% | 79 |
|
|
2022
Q4 | $34.1K | Buy |
1,434
+1,428
| +23,800% | +$33.9K | 0.02% | 103 |
|
|
2022
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 244 |
|
|
2022
Q2 | $145 | Hold |
6
| – | – | ﹤0.01% | 164 |
|
|
2022
Q1 | $0 | Sell |
6
-3,637
| -100% | – | ﹤0.01% | 253 |
|
|
2021
Q4 | $90K | Sell |
3,643
-4,423
| -55% | -$109K | 0.07% | 54 |
|
|
2021
Q3 | $209K | Buy |
8,066
+6,063
| +303% | +$157K | 0.2% | 34 |
|
|
2021
Q2 | $52K | Buy |
2,003
+1,265
| +171% | +$32.8K | 0.06% | 69 |
|
|
2021
Q1 | $19K | Buy |
738
+390
| +112% | +$10K | 0.02% | 110 |
|
|
2020
Q4 | $9K | Buy |
+348
| New | +$9K | 0.01% | 67 |
|