Newbridge Financial Services Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-83
| Closed | -$8.34K | – | 1293 |
|
|
2023
Q4 | $8.34K | Hold |
83
| – | – | ﹤0.01% | 776 |
|
|
2023
Q3 | $7.47K | Sell |
83
-10
| -11% | -$900 | ﹤0.01% | 880 |
|
|
2023
Q2 | $8.71K | Hold |
93
| – | – | ﹤0.01% | 913 |
|
|
2023
Q1 | $8.16K | Hold |
93
| – | – | ﹤0.01% | 951 |
|
|
2022
Q4 | $7.66K | Hold |
93
| – | – | ﹤0.01% | 974 |
|
|
2022
Q3 | $7K | Hold |
93
| – | – | ﹤0.01% | 982 |
|
|
2022
Q2 | $8K | Hold |
93
| – | – | 0.01% | 929 |
|
|
2022
Q1 | $9K | Hold |
93
| – | – | ﹤0.01% | 976 |
|
|
2021
Q4 | $10K | Buy |
+93
| New | +$10K | ﹤0.01% | 920 |
|