LGT Financial Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-973
| Closed | -$98.8K | – | 769 |
|
|
2024
Q3 | $98.8K | Buy |
973
+3
| +0.3% | +$305 | 0.24% | 75 |
|
|
2024
Q2 | $94.5K | Buy |
970
+2
| +0.2% | +$195 | 0.2% | 88 |
|
|
2024
Q1 | $90.8K | Buy |
968
+3
| +0.3% | +$282 | 0.11% | 185 |
|
|
2023
Q4 | $81.4K | Buy |
965
+7
| +0.7% | +$591 | 0.1% | 180 |
|
|
2023
Q3 | $72.2K | Buy |
+958
| New | +$72.2K | 0.09% | 187 |
|
|
2023
Q1 | – | Sell |
-5,471
| Closed | -$363K | – | 185 |
|
|
2022
Q4 | $363K | Buy |
+5,471
| New | +$363K | 0.43% | 47 |
|