PA
Prism Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,331
| Closed | -$223K | – | 65 |
|
|
2023
Q2 | $223K | Buy |
9,331
+508
| +6% | +$12.1K | 0.08% | 48 |
|
|
2023
Q1 | $212K | Buy |
+8,823
| New | +$212K | 0.07% | 47 |
|
|
2022
Q2 | – | Sell |
-8,349
| Closed | -$206K | – | 56 |
|
|
2022
Q1 | $206K | Sell |
8,349
-1,334
| -14% | -$32.9K | 0.07% | 52 |
|
|
2021
Q4 | $248K | Buy |
+9,683
| New | +$248K | 0.08% | 45 |
|