Harvest Group Wealth Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $300K | Sell |
12,471
-10,280
| -45% | -$247K | 0.19% | 46 |
|
|
2022
Q4 | $541K | Buy |
22,751
+53
| +0.2% | +$1.26K | 0.36% | 41 |
|
|
2022
Q3 | $529K | Sell |
22,698
-501
| -2% | -$11.7K | 0.35% | 42 |
|
|
2022
Q2 | $566K | Sell |
23,199
-32
| -0.1% | -$781 | 0.35% | 41 |
|
|
2022
Q1 | $572K | Sell |
23,231
-15,417
| -40% | -$380K | 0.33% | 39 |
|
|
2021
Q4 | $991K | Buy |
38,648
+22,306
| +136% | +$572K | 0.56% | 30 |
|
|
2021
Q3 | $425K | Buy |
+16,342
| New | +$425K | 0.25% | 31 |
|