Parasol Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-874
| Closed | -$38K | – | 269 |
|
|
2015
Q1 | $38K | Hold |
874
| – | – | 0.02% | 123 |
|
|
2014
Q4 | $38K | Hold |
874
| – | – | 0.03% | 139 |
|
|
2014
Q3 | $36K | Hold |
874
| – | – | 0.03% | 127 |
|
|
2014
Q2 | $36K | Hold |
874
| – | – | 0.02% | 134 |
|
|
2014
Q1 | $34K | Hold |
874
| – | – | 0.02% | 113 |
|
|
2013
Q4 | $34K | Buy |
+874
| New | +$34K | 0.02% | 110 |
|