New England Capital Financial Advisors’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	–	Sell	-200	Closed	-$17.6K	–	439
2023 Q1	$17.6K	Hold	200	–	–	0.01%	191
2022 Q4	$17.1K	Buy	+200	New	+$17.1K	0.01%	199