LFA
Legacy Financial Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-14,272
| Closed | -$404K | – | 166 |
|
|
2020
Q4 | $404K | Buy |
14,272
+994
| +7% | +$28.1K | 0.11% | 74 |
|
|
2020
Q3 | $368K | Buy |
13,278
+425
| +3% | +$11.8K | 0.11% | 68 |
|
|
2020
Q2 | $355K | Buy |
12,853
+185
| +1% | +$5.11K | 0.13% | 38 |
|
|
2020
Q1 | $338K | Buy |
12,668
+2,350
| +23% | +$62.7K | 0.13% | 50 |
|
|
2019
Q4 | $273K | Buy |
+10,318
| New | +$273K | 0.09% | 101 |
|
|
2019
Q2 | – | Sell |
-7,025
| Closed | -$176K | – | 797 |
|
|
2019
Q1 | $176K | Buy |
7,025
+263
| +4% | +$6.59K | 0.06% | 113 |
|
|
2018
Q4 | $161K | Buy |
6,762
+329
| +5% | +$7.83K | 0.06% | 110 |
|
|
2018
Q3 | $156K | Buy |
6,433
+24
| +0.4% | +$582 | 0.06% | 124 |
|
|
2018
Q2 | $156K | Buy |
6,409
+34
| +0.5% | +$828 | 0.06% | 122 |
|
|
2018
Q1 | $157K | Buy |
6,375
+258
| +4% | +$6.35K | 0.06% | 131 |
|
|
2017
Q4 | $155K | Buy |
+6,117
| New | +$155K | 0.06% | 138 |
|