LWS Wealth Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $219K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $203K | Sell |
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|
2023
Q1 | $210K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $217K | Buy |
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|
2021
Q4 | $238K | Buy |
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|
2021
Q3 | $214K | Sell |
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|
2021
Q2 | $237K | Buy |
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|
2021
Q1 | $218K | Sell |
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|
2020
Q4 | $363K | Buy |
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|
2020
Q3 | $324K | Sell |
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|
2020
Q2 | $299K | Sell |
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|
2020
Q1 | $253K | Sell |
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|
2019
Q4 | $315K | Buy |
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