LWP
Laurel Wealth Planning’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11
| Closed | -$906 | – | 180 |
|
|
2022
Q4 | $906 | Hold |
11
| – | – | ﹤0.01% | 204 |
|
|
2022
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 209 |
|
|
2022
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 232 |
|
|
2022
Q1 | $1K | Sell |
11
-2,165
| -99% | -$197K | ﹤0.01% | 258 |
|
|
2021
Q4 | $231K | Sell |
2,176
-6,691
| -75% | -$710K | 0.18% | 61 |
|
|
2021
Q3 | $851K | Sell |
8,867
-960
| -10% | -$92.1K | 0.69% | 31 |
|
|
2021
Q2 | $939K | Sell |
9,827
-2,346
| -19% | -$224K | 0.82% | 30 |
|
|
2021
Q1 | $1.07M | Sell |
12,173
-1,472
| -11% | -$129K | 0.98% | 28 |
|
|
2020
Q4 | $1.12M | Buy |
+13,645
| New | +$1.12M | 1.1% | 28 |
|