Mascoma Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-100
| Closed | -$2.24K | – | 516 |
|
|
2023
Q2 | $2.24K | Sell |
100
-9,000
| -99% | -$202K | ﹤0.01% | 442 |
|
|
2023
Q1 | $210K | Buy |
9,100
+9,000
| +9,000% | +$208K | 0.06% | 119 |
|
|
2022
Q4 | $2.23K | Hold |
100
| – | – | ﹤0.01% | 561 |
|
|
2022
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 565 |
|
|
2022
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 573 |
|
|
2022
Q1 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 545 |
|
|
2021
Q2 | – | Sell |
-200
| Closed | -$5K | – | 384 |
|
|
2021
Q1 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 390 |
|
|
2019
Q3 | – | Sell |
-200
| Closed | -$5K | – | 302 |
|
|
2019
Q2 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 298 |
|