Oliver Lagore Vanvalin Investment Group’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $13.5K | Sell |
546
-79
| -13% | -$1.95K | ﹤0.01% | 403 |
|
|
2024
Q3 | $15.7K | Buy |
+625
| New | +$15.7K | ﹤0.01% | 375 |
|
|
2023
Q1 | – | Sell |
-848
| Closed | -$20.2K | – | 733 |
|
|
2022
Q4 | $20.2K | Buy |
848
+656
| +342% | +$15.6K | 0.01% | 272 |
|
|
2022
Q3 | $5K | Sell |
192
-39
| -17% | -$1.02K | ﹤0.01% | 434 |
|
|
2022
Q2 | $6K | Sell |
231
-102
| -31% | -$2.65K | ﹤0.01% | 400 |
|
|
2022
Q1 | $8K | Buy |
+333
| New | +$8K | 0.01% | 362 |
|