Patriot Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $4.74M | Sell |
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2018
Q3 | $5.57M | Buy |
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2018
Q2 | $5.14M | Sell |
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2018
Q1 | $5.25M | Hold |
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|
2017
Q4 | $5.26M | Sell |
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|
2017
Q3 | $5M | Buy |
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|
2017
Q2 | $2.74M | Hold |
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|
2017
Q1 | $2.63M | Hold |
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|
2016
Q4 | $2.46M | Sell |
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|
2016
Q3 | $2.46M | Buy |
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|
2016
Q2 | $627K | Hold |
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|
2016
Q1 | $617K | Buy |
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|
2015
Q4 | $465K | Buy |
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