Laurel Wealth Advisors (California)’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
2022 Q4	$386K	Sell	5,828 -429	-7%	-$28.4K	0.04%	426
2022 Q3	$386K	Sell	6,257 -10,555	-63%	-$651K	0.04%	408
2022 Q2	$1.12M	Buy	16,812 +12,944	+335%	+$859K	0.11%	197
2022 Q1	$306K	Buy	+3,868	New	+$306K	0.03%	570