Kingsview Wealth 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
Q4 | – | Sell |
-31,251
| Closed | -$3.17M | – | 1182 |
|
|
2024
Q3 | $3.17M | Sell |
31,251
-56
| -0.2% | -$5.69K | 0.07% | 272 |
|
|
2024
Q2 | $3.05M | Buy |
31,307
+3,582
| +13% | +$349K | 0.07% | 256 |
|
|
2024
Q1 | $2.6M | Buy |
27,725
+10,164
| +58% | +$954K | 0.07% | 275 |
|
|
2023
Q4 | $1.48M | Buy |
17,561
+426
| +2% | +$35.9K | 0.04% | 355 |
|
|
2023
Q3 | $1.29M | Buy |
+17,135
| New | +$1.29M | 0.05% | 376 |
|