Goodwin Investment Advisory’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,789
| Closed | -$88.2K | – | 75 |
|
|
2023
Q4 | $88.2K | Sell |
3,789
-3,959
| -51% | -$92.1K | 0.05% | 40 |
|
|
2023
Q3 | $169K | Sell |
7,748
-3,299
| -30% | -$71.8K | 0.1% | 47 |
|
|
2023
Q2 | $251K | Sell |
11,047
-2,689
| -20% | -$61.1K | 0.15% | 42 |
|
|
2023
Q1 | $316K | Buy |
13,736
+4,820
| +54% | +$111K | 0.21% | 36 |
|
|
2022
Q4 | $199K | Sell |
8,916
-1,172
| -12% | -$26.1K | 0.14% | 44 |
|
|
2022
Q3 | $220K | Buy |
10,088
+2,623
| +35% | +$57.2K | 0.17% | 44 |
|
|
2022
Q2 | $173K | Buy |
7,465
+2,487
| +50% | +$57.6K | 0.13% | 42 |
|
|
2022
Q1 | $125K | Buy |
+4,978
| New | +$125K | 0.09% | 51 |
|
|
2021
Q4 | – | Sell |
-1,976
| Closed | -$54K | – | 208 |
|
|
2021
Q3 | $54K | Buy |
1,976
+775
| +65% | +$21.2K | 0.05% | 65 |
|
|
2021
Q2 | $34K | Sell |
1,201
-980
| -45% | -$27.7K | 0.04% | 86 |
|
|
2021
Q1 | $60K | Sell |
2,181
-488
| -18% | -$13.4K | 0.07% | 56 |
|
|
2020
Q4 | $76K | Buy |
+2,669
| New | +$76K | 0.09% | 39 |
|