PWM
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Prentice Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-8,194
Closed -$227K 359
2021
Q2
$227K Sell
8,194
-170
-2% -$4.71K 0.12% 96
2021
Q1
$225K Buy
+8,364
New +$225K 0.13% 79