Leo Brokerage’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
Q2 | $241K | Buy |
2,578
+7
| +0.3% | +$656 | 0.03% | 267 |
|
|
2023
Q1 | $226K | Buy |
+2,571
| New | +$226K | 0.03% | 268 |
|
|
2022
Q2 | $453K | Buy |
5,608
+14
| +0.3% | +$1.13K | 0.12% | 108 |
|
|
2022
Q1 | $542K | Buy |
+5,594
| New | +$542K | 0.09% | 140 |
|
|
2021
Q3 | $553K | Buy |
5,761
+8
| +0.1% | +$768 | 0.1% | 97 |
|
|
2021
Q2 | $550K | Sell |
5,753
-71
| -1% | -$6.79K | 0.11% | 98 |
|
|
2021
Q1 | $511K | Buy |
5,824
+398
| +7% | +$34.9K | 0.14% | 93 |
|
|
2020
Q4 | $447K | Buy |
5,426
+130
| +2% | +$10.7K | 0.14% | 95 |
|
|
2020
Q3 | $354K | Buy |
+5,296
| New | +$354K | 0.15% | 83 |
|