Hoxton Planning & Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,245
| Closed | -$211K | – | 167 |
|
|
2024
Q1 | $211K | Buy |
+2,245
| New | +$211K | 0.1% | 154 |
|
|
2023
Q3 | – | Sell |
-2,675
| Closed | -$207K | – | 154 |
|
|
2023
Q2 | $207K | Sell |
2,675
-560
| -17% | -$43.4K | 0.13% | 137 |
|
|
2023
Q1 | $231K | Sell |
3,235
-6,664
| -67% | -$475K | 0.13% | 139 |
|
|
2022
Q4 | $656K | Buy |
+9,899
| New | +$656K | 0.35% | 56 |
|