Patriot Financial Group Insurance Agency’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $330K | Buy |
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|
2025
Q2 | $312K | Sell |
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|
2025
Q1 | $323K | Sell |
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|
2024
Q4 | $355K | Sell |
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|
2024
Q3 | $658K | Sell |
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|
2024
Q2 | $649K | Buy |
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|
2024
Q1 | $623K | Sell |
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|
2023
Q4 | $676K | Buy |
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|
2023
Q3 | $620K | Sell |
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|
2023
Q2 | $653K | Buy |
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|
2023
Q1 | $595K | Buy |
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|
2022
Q4 | $525K | Buy |
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|
2022
Q3 | $483K | Buy |
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|
2022
Q2 | $458K | Buy |
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|
2022
Q1 | $409K | Sell |
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|
2021
Q4 | $368K | Buy |
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|
2021
Q3 | $376K | Sell |
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|
2021
Q2 | $505K | Sell |
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|
2021
Q1 | $793K | Buy |
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|
2020
Q4 | $803K | Buy |
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|
2020
Q3 | $354K | Buy |
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|
2020
Q2 | $192K | Buy |
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|
2020
Q1 | $105K | Sell |
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|
2019
Q4 | $150K | Buy |
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|
2019
Q3 | $34K | Buy |
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|
2019
Q2 | $2K | Buy |
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