Leelyn Smith’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-46
| Closed | -$3.79K | – | 387 |
|
|
2022
Q4 | $3.79K | Buy |
46
+6
| +15% | +$494 | ﹤0.01% | 383 |
|
|
2022
Q3 | $3K | Buy |
40
+7
| +21% | +$525 | ﹤0.01% | 412 |
|
|
2022
Q2 | $3K | Hold |
33
| – | – | ﹤0.01% | 352 |
|
|
2022
Q1 | $3K | Buy |
33
+5
| +18% | +$455 | ﹤0.01% | 328 |
|
|
2021
Q4 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 347 |
|