LRWA
Long Run Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.36M | Buy |
144,808
+1,757
| +1% | +$40.8K | 0.71% | 41 |
|
|
2025
Q1 | $3.3M | Sell |
143,051
-16,826
| -11% | -$388K | 0.75% | 41 |
|
|
2024
Q4 | $3.63M | Buy |
159,877
+15,336
| +11% | +$348K | 0.87% | 36 |
|
|
2024
Q3 | $3.44M | Buy |
144,541
+63,446
| +78% | +$1.51M | 0.81% | 40 |
|
|
2024
Q2 | $1.84M | Buy |
81,095
+648
| +0.8% | +$14.7K | 0.47% | 48 |
|
|
2024
Q1 | $1.85M | Sell |
80,447
-4,245
| -5% | -$97.6K | 0.49% | 45 |
|
|
2023
Q4 | $1.97M | Sell |
84,692
-253
| -0.3% | -$5.89K | 0.57% | 43 |
|
|
2023
Q3 | $1.85M | Sell |
84,945
-2,894
| -3% | -$63K | 0.6% | 43 |
|
|
2023
Q2 | $2M | Sell |
87,839
-2,373
| -3% | -$54K | 0.64% | 43 |
|
|
2023
Q1 | $2.08M | Sell |
90,212
-55,169
| -38% | -$1.27M | 0.71% | 40 |
|
|
2022
Q4 | $3.24M | Buy |
145,381
+25,277
| +21% | +$564K | 1.17% | 26 |
|
|
2022
Q3 | $2.62M | Buy |
120,104
+7,128
| +6% | +$155K | 1.04% | 28 |
|
|
2022
Q2 | $2.62M | Buy |
112,976
+3,651
| +3% | +$84.5K | 1.01% | 27 |
|
|
2022
Q1 | $2.74M | Buy |
109,325
+12,558
| +13% | +$315K | 0.96% | 31 |
|
|
2021
Q4 | $2.64M | Buy |
+96,767
| New | +$2.64M | 0.92% | 31 |
|