Jaffetilchin Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-17,214
| Closed | -$443K | – | 234 |
|
|
2020
Q1 | $443K | Buy |
17,214
+529
| +3% | +$13.6K | 0.16% | 90 |
|
|
2019
Q4 | $441K | Buy |
16,685
+596
| +4% | +$15.8K | 0.1% | 134 |
|
|
2019
Q3 | $423K | Sell |
16,089
-456
| -3% | -$12K | 0.1% | 131 |
|
|
2019
Q2 | $428K | Buy |
16,545
+387
| +2% | +$10K | 0.1% | 145 |
|
|
2019
Q1 | $404K | Buy |
+16,158
| New | +$404K | 0.09% | 179 |
|