Horizon Investments’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-33
| Closed | -$3.71K | – | 876 |
|
|
2024
Q2 | $3.71K | Hold |
33
| – | – | ﹤0.01% | 671 |
|
|
2024
Q1 | $3.6K | Hold |
33
| – | – | ﹤0.01% | 656 |
|
|
2023
Q4 | $3.32K | Hold |
33
| – | – | ﹤0.01% | 642 |
|
|
2023
Q3 | $2.97K | Hold |
33
| – | – | ﹤0.01% | 663 |
|
|
2023
Q2 | $3.09K | Buy |
33
+3
| +10% | +$281 | ﹤0.01% | 647 |
|
|
2023
Q1 | $2.63K | Buy |
+30
| New | +$2.63K | ﹤0.01% | 648 |
|