Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.63M | Buy |
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|
2021
Q3 | $1.23M | Buy |
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|
2021
Q2 | $306K | Buy |
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|
2021
Q1 | $123K | Buy |
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|
2020
Q4 | $3K | Hold |
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|
2020
Q3 | $2K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2K | Hold |
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|
2019
Q4 | $2K | Hold |
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|
2019
Q3 | $2K | Hold |
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|
2019
Q2 | $2K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $40K | Sell |
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|
2015
Q2 | $103K | Hold |
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|
2015
Q1 | $104K | Hold |
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|
2014
Q4 | $105K | Hold |
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|
2014
Q3 | $100K | Buy |
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