New England Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $146K | Buy |
3,396
+110
| +3% | +$4.73K | 0.05% | 340 |
|
|
2014
Q3 | $135K | Hold |
3,286
| – | – | 0.05% | 359 |
|
|
2014
Q2 | $135K | Hold |
3,286
| – | – | 0.05% | 375 |
|
|
2014
Q1 | $128K | Hold |
3,286
| – | – | 0.05% | 346 |
|
|
2013
Q4 | $126K | Hold |
3,286
| – | – | 0.05% | 363 |
|
|
2013
Q3 | $116K | Hold |
3,286
| – | – | 0.06% | 319 |
|
|
2013
Q2 | $111K | Buy |
+3,286
| New | +$111K | 0.07% | 279 |
|