LWP
Laurel Wealth Planning’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-153,970
| Closed | -$3.71M | – | 61 |
|
|
2023
Q1 | $3.71M | Buy |
153,970
+11,625
| +8% | +$280K | 2.45% | 15 |
|
|
2022
Q4 | $3.38M | Buy |
142,345
+11,527
| +9% | +$274K | 2.18% | 17 |
|
|
2022
Q3 | $3.07M | Buy |
130,818
+18,908
| +17% | +$444K | 2.26% | 14 |
|
|
2022
Q2 | $2.7M | Sell |
111,910
-32,005
| -22% | -$771K | 1.9% | 18 |
|
|
2022
Q1 | $3.55M | Buy |
143,915
+18,564
| +15% | +$457K | 2.39% | 12 |
|
|
2021
Q4 | $3.22M | Buy |
125,351
+100,693
| +408% | +$2.58M | 2.44% | 16 |
|
|
2021
Q3 | $641K | Buy |
+24,658
| New | +$641K | 0.52% | 39 |
|