Polaris Wealth Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-6,060
| Closed | -$249K | – | 85 |
|
|
2014
Q3 | $249K | Buy |
+6,060
| New | +$249K | 0.06% | 67 |
|
|
2014
Q2 | – | Sell |
-1,940
| Closed | -$76K | – | 133 |
|
|
2014
Q1 | $76K | Sell |
1,940
-120
| -6% | -$4.7K | 0.02% | 97 |
|
|
2013
Q4 | $79K | Sell |
2,060
-2,830
| -58% | -$109K | 0.02% | 99 |
|
|
2013
Q3 | $173K | Buy |
4,890
+110
| +2% | +$3.89K | 0.05% | 58 |
|
|
2013
Q2 | $162K | Buy |
+4,780
| New | +$162K | 0.07% | 62 |
|