LFA
Legacy Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-17,971
| Closed | -$440K | – | 356 |
|
|
2024
Q1 | $440K | Sell |
17,971
-164
| -0.9% | -$4.02K | 0.08% | 192 |
|
|
2023
Q4 | $444K | Sell |
18,135
-1,211
| -6% | -$29.6K | 0.09% | 178 |
|
|
2023
Q3 | $460K | Buy |
19,346
+1,462
| +8% | +$34.8K | 0.09% | 148 |
|
|
2023
Q2 | $428K | Buy |
17,884
+1,076
| +6% | +$25.7K | 0.08% | 159 |
|
|
2023
Q1 | $404K | Buy |
16,808
+203
| +1% | +$4.88K | 0.08% | 152 |
|
|
2022
Q4 | $395K | Sell |
16,605
-892
| -5% | -$21.2K | 0.09% | 138 |
|
|
2022
Q3 | $411K | Sell |
17,497
-133
| -0.8% | -$3.12K | 0.1% | 116 |
|
|
2022
Q2 | $425K | Buy |
+17,630
| New | +$425K | 0.11% | 107 |
|
|
2019
Q2 | – | Sell |
-2,307
| Closed | -$58K | – | 798 |
|
|
2019
Q1 | $58K | Buy |
2,307
+73
| +3% | +$1.84K | 0.02% | 255 |
|
|
2018
Q4 | $55K | Buy |
2,234
+86
| +4% | +$2.12K | 0.02% | 228 |
|
|
2018
Q3 | $52K | Buy |
2,148
+6
| +0.3% | +$145 | 0.02% | 244 |
|
|
2018
Q2 | $53K | Buy |
2,142
+9
| +0.4% | +$223 | 0.02% | 244 |
|
|
2018
Q1 | $52K | Buy |
2,133
+72
| +3% | +$1.76K | 0.02% | 240 |
|
|
2017
Q4 | $51K | Buy |
+2,061
| New | +$51K | 0.02% | 239 |
|