Greenwich Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.1M | Buy |
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|
2020
Q4 | $968K | Buy |
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|
2020
Q3 | $822K | Sell |
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|
2020
Q2 | $968K | Buy |
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|
2020
Q1 | $205K | Hold |
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|
2019
Q4 | $250K | Hold |
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|
2019
Q3 | $231K | Hold |
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|
2019
Q2 | $227K | Hold |
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|
2019
Q1 | $221K | Sell |
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|
2018
Q4 | $270K | Hold |
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|
2018
Q3 | $312K | Sell |
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|
2018
Q2 | $310K | Hold |
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|
2018
Q1 | $304K | Hold |
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|
2017
Q4 | $305K | Hold |
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|
2017
Q3 | $287K | Hold |
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|
2017
Q2 | $281K | Hold |
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|
2017
Q1 | $270K | Hold |
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|
2016
Q4 | $253K | Hold |
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|
2016
Q3 | $250K | Buy |
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