GIA
Goodwin Investment Advisory’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,208
| Closed | -$113K | – | 49 |
|
|
2024
Q1 | $113K | Buy |
+1,208
| New | +$113K | 0.05% | 41 |
|
|
2023
Q4 | – | Sell |
-5,279
| Closed | -$398K | – | 83 |
|
|
2023
Q3 | $398K | Sell |
5,279
-410
| -7% | -$30.9K | 0.24% | 29 |
|
|
2023
Q2 | $440K | Sell |
5,689
-1,463
| -20% | -$113K | 0.26% | 26 |
|
|
2023
Q1 | $510K | Sell |
7,152
-180
| -2% | -$12.8K | 0.33% | 24 |
|
|
2022
Q4 | $486K | Sell |
7,332
-9,635
| -57% | -$639K | 0.35% | 25 |
|
|
2022
Q3 | $1.05M | Buy |
16,967
+5,243
| +45% | +$324K | 0.79% | 19 |
|
|
2022
Q2 | $778K | Sell |
11,724
-36,045
| -75% | -$2.39M | 0.6% | 20 |
|
|
2022
Q1 | $3.78M | Buy |
47,769
+47,718
| +93,565% | +$3.78M | 2.59% | 9 |
|
|
2021
Q4 | $5K | Buy |
+51
| New | +$5K | ﹤0.01% | 152 |
|