Parsec Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $6.82M | Sell |
283,351
-2,163
| -0.8% | -$52K | 0.29% | 76 |
|
|
2022
Q4 | $6.79M | Buy |
285,514
+6,538
| +2% | +$155K | 0.3% | 76 |
|
|
2022
Q3 | $6.55M | Buy |
278,976
+119,000
| +74% | +$2.8M | 0.33% | 68 |
|
|
2022
Q2 | $3.85M | Buy |
159,976
+69,283
| +76% | +$1.67M | 0.19% | 90 |
|
|
2022
Q1 | $2.23M | Buy |
90,693
+70,660
| +353% | +$1.74M | 0.09% | 129 |
|
|
2021
Q4 | $514K | Buy |
+20,033
| New | +$514K | 0.02% | 214 |
|