Harborview Advisors’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
Q3 | $609K | Buy |
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|
2021
Q2 | $566K | Buy |
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|
2021
Q1 | $517K | Buy |
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|
2020
Q4 | $478K | Buy |
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|
2020
Q3 | $343K | Buy |
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|
2020
Q2 | $286K | Sell |
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|
2020
Q1 | $236K | Sell |
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|
2019
Q4 | $290K | Hold |
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|
2019
Q3 | $267K | Hold |
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|
2019
Q2 | $263K | Sell |
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|
2019
Q1 | $257K | Buy |
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|
2018
Q4 | $218K | Buy |
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|
2018
Q3 | $242K | Buy |
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|
2018
Q2 | $219K | Buy |
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