Kore Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-234
| Closed | -$15K | – | 976 |
|
|
2020
Q2 | $15K | Hold |
234
| – | – | ﹤0.01% | 713 |
|
|
2020
Q1 | $13K | Sell |
234
-90
| -28% | -$5K | ﹤0.01% | 660 |
|
|
2019
Q4 | $22K | Buy |
+324
| New | +$22K | ﹤0.01% | 617 |
|
|
2019
Q2 | – | Sell |
-324
| Closed | -$19K | – | 712 |
|
|
2019
Q1 | $19K | Hold |
324
| – | – | ﹤0.01% | 515 |
|
|
2018
Q4 | $17K | Buy |
+324
| New | +$17K | ﹤0.01% | 507 |
|