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Phoenix Wealth Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Phoenix Wealth Advisors’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-540
Closed -$52K – 327
2021
Q3 		$52K Hold
540
– – 0.04% 190
2021
Q2 		$52K Hold
540
– – 0.04% 186
2021
Q1 		$48K Hold
540
– – 0.04% 190
2020
Q4 		$44K Buy
+540
New +$44K 0.03% 198