Harborview Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $731K | Buy |
26,572
+335
| +1% | +$9.22K | 0.41% | 50 |
|
|
2021
Q2 | $727K | Sell |
26,237
-1,890
| -7% | -$52.4K | 0.41% | 50 |
|
|
2021
Q1 | $758K | Buy |
28,127
+7
| +0% | +$189 | 0.46% | 48 |
|
|
2020
Q4 | $797K | Sell |
28,120
-329
| -1% | -$9.33K | 0.53% | 44 |
|
|
2020
Q3 | $789K | Sell |
28,449
-253
| -0.9% | -$7.02K | 0.6% | 37 |
|
|
2020
Q2 | $793K | Sell |
28,702
-2,153
| -7% | -$59.5K | 0.66% | 35 |
|
|
2020
Q1 | $793K | Buy |
30,855
+5,716
| +23% | +$147K | 0.79% | 23 |
|
|
2019
Q4 | $665K | Sell |
25,139
-478
| -2% | -$12.6K | 0.51% | 39 |
|
|
2019
Q3 | $673K | Buy |
25,617
+7,740
| +43% | +$203K | 0.54% | 37 |
|
|
2019
Q2 | $462K | Buy |
+17,877
| New | +$462K | 0.37% | 42 |
|