Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18
| Closed | -$1.81K | – | 945 |
|
|
2023
Q4 | $1.81K | Buy |
18
+8
| +80% | +$804 | ﹤0.01% | 732 |
|
|
2023
Q3 | $900 | Hold |
10
| – | – | ﹤0.01% | 694 |
|
|
2023
Q2 | $936 | Hold |
10
| – | – | ﹤0.01% | 734 |
|
|
2023
Q1 | $878 | Hold |
10
| – | – | ﹤0.01% | 741 |
|
|
2022
Q4 | $823 | Sell |
10
-257
| -96% | -$21.2K | ﹤0.01% | 774 |
|
|
2022
Q3 | $20K | Buy |
267
+257
| +2,570% | +$19.3K | ﹤0.01% | 468 |
|
|
2022
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 942 |
|
|
2022
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 789 |
|
|
2021
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 978 |
|
|
2021
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 907 |
|
|
2021
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 923 |
|
|
2021
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 978 |
|
|
2020
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 855 |
|
|
2020
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 822 |
|
|
2020
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 723 |
|
|
2019
Q1 | – | Sell |
-42
| Closed | -$2K | – | 924 |
|
|
2018
Q4 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 746 |
|