Gradient Investments’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2
| Closed | -$205 | – | 1770 |
|
|
2023
Q4 | $205 | Hold |
2
| – | – | ﹤0.01% | 1697 |
|
|
2023
Q3 | $182 | Hold |
2
| – | – | ﹤0.01% | 1679 |
|
|
2023
Q2 | $189 | Hold |
2
| – | – | ﹤0.01% | 1645 |
|
|
2023
Q1 | $177 | Hold |
2
| – | – | ﹤0.01% | 1395 |
|
|
2022
Q4 | $165 | Buy |
+2
| New | +$165 | ﹤0.01% | 1403 |
|