Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $182K | Buy |
7,640
+3,820
| +100% | +$90.8K | 0.03% | 343 |
|
|
2022
Q3 | $90K | Hold |
3,820
| – | – | 0.03% | 333 |
|
|
2022
Q2 | $92K | Hold |
3,820
| – | – | 0.03% | 345 |
|
|
2022
Q1 | $94K | Buy |
+3,820
| New | +$94K | 0.03% | 376 |
|
|
2021
Q3 | $112K | Hold |
4,297
| – | – | 0.04% | 319 |
|
|
2021
Q2 | $112K | Hold |
4,297
| – | – | 0.04% | 319 |
|
|
2021
Q1 | $112K | Buy |
+4,297
| New | +$112K | 0.06% | 235 |
|