Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $159K | Buy |
7,152
+3,576
| +100% | +$79.7K | 0.02% | 355 |
|
|
2022
Q3 | $78K | Hold |
3,576
| – | – | 0.03% | 354 |
|
|
2022
Q2 | $82.8K | Hold |
3,576
| – | – | 0.03% | 355 |
|
|
2022
Q1 | $90K | Buy |
+3,576
| New | +$90K | 0.02% | 381 |
|
|
2021
Q3 | $110K | Hold |
4,018
| – | – | 0.04% | 321 |
|
|
2021
Q2 | $111K | Hold |
4,018
| – | – | 0.04% | 323 |
|
|
2021
Q1 | $108K | Buy |
+4,018
| New | +$108K | 0.06% | 239 |
|