Personal Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $272K | Buy |
3,301
+1
| +0% | +$82 | ﹤0.01% | 406 |
|
|
2022
Q3 | $251K | Buy |
3,300
+1
| +0% | +$76 | ﹤0.01% | 395 |
|
|
2022
Q2 | $266K | Hold |
3,299
| – | – | ﹤0.01% | 371 |
|
|
2022
Q1 | $319K | Sell |
3,299
-612
| -16% | -$59.2K | ﹤0.01% | 376 |
|
|
2021
Q4 | $416K | Buy |
3,911
+1,234
| +46% | +$131K | ﹤0.01% | 369 |
|
|
2021
Q3 | $257K | Sell |
2,677
-28
| -1% | -$2.69K | ﹤0.01% | 438 |
|
|
2021
Q2 | $258K | Sell |
2,705
-83
| -3% | -$7.92K | ﹤0.01% | 422 |
|
|
2021
Q1 | $245K | Buy |
+2,788
| New | +$245K | ﹤0.01% | 428 |
|
|
2020
Q4 | – | Sell |
-3,516
| Closed | -$259K | – | 468 |
|
|
2020
Q3 | $259K | Buy |
+3,516
| New | +$259K | ﹤0.01% | 361 |
|