Kistler-Tiffany Companies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-100
| Closed | -$8.23K | – | 818 |
|
|
2022
Q4 | $8.23K | Sell |
100
-100
| -50% | -$8.23K | ﹤0.01% | 646 |
|
|
2022
Q3 | $15K | Hold |
200
| – | – | ﹤0.01% | 550 |
|
|
2022
Q2 | $16K | Hold |
200
| – | – | ﹤0.01% | 532 |
|
|
2022
Q1 | $19K | Hold |
200
| – | – | ﹤0.01% | 530 |
|
|
2021
Q4 | $21K | Hold |
200
| – | – | ﹤0.01% | 500 |
|
|
2021
Q3 | $19K | Hold |
200
| – | – | ﹤0.01% | 510 |
|
|
2021
Q2 | $19K | Hold |
200
| – | – | ﹤0.01% | 495 |
|
|
2021
Q1 | $18K | Hold |
200
| – | – | ﹤0.01% | 471 |
|
|
2020
Q4 | $16K | Hold |
200
| – | – | ﹤0.01% | 457 |
|
|
2020
Q3 | $15K | Buy |
+200
| New | +$15K | ﹤0.01% | 430 |
|