Patriot Investment Management Group’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
2023 Q1	–	Sell	-900	Closed	-$78.5K	–	374
2022 Q4	$78.5K	Buy	+900	New	+$78.5K	0.01%	288
2020 Q3	–	Sell	-430	Closed	-$28.8K	–	583
2020 Q2	$28.8K	Buy	+430	New	+$28.8K	﹤0.01%	379