Kalos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-157
| Closed | -$11.2K | – | 339 |
|
|
2023
Q1 | $11.2K | Buy |
+157
| New | +$11.2K | 0.02% | 203 |
|
|
2022
Q1 | – | Sell |
-10,729
| Closed | -$898K | – | 292 |
|
|
2021
Q4 | $898K | Buy |
10,729
+701
| +7% | +$58.7K | 0.24% | 100 |
|
|
2021
Q3 | $840K | Buy |
10,028
+1,818
| +22% | +$152K | 0.24% | 99 |
|
|
2021
Q2 | $639K | Hold |
8,210
| – | – | 0.26% | 109 |
|
|
2021
Q1 | $594K | Buy |
+8,210
| New | +$594K | 0.18% | 132 |
|