Ladenburg Thalmann Financial Services’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.9M | Buy |
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|
2019
Q3 | $1.39M | Sell |
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2019
Q2 | $1.39M | Sell |
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|
2019
Q1 | $1.42M | Buy |
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|
2018
Q4 | $1.22M | Sell |
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|
2018
Q3 | $1.42M | Buy |
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|
2018
Q2 | $1.08M | Hold |
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|
2018
Q1 | $1.08M | Buy |
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|
2017
Q4 | $1.03M | Buy |
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|
2017
Q3 | $943K | Buy |
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|
2017
Q2 | $845K | Buy |
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|
2017
Q1 | $746K | Buy |
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|
2016
Q4 | $518K | Buy |
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|
2016
Q3 | $451K | Buy |
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|
2016
Q2 | $367K | Buy |
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|
2016
Q1 | $288K | Buy |
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|
2015
Q4 | $219K | Buy |
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|
2015
Q3 | $58K | Buy |
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|
2015
Q2 | $55K | Sell |
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|
2015
Q1 | $123K | Buy |
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|
2014
Q4 | $115K | Buy |
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|
2014
Q3 | $96K | Hold |
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|
2014
Q2 | $96K | Buy |
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|
2014
Q1 | $91K | Sell |
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|
2013
Q4 | $173K | Sell |
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|
2013
Q3 | $169K | Buy |
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|
2013
Q2 | $152K | Buy |
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