Private Capital Management (Colorado)’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
Q4 | $19.7K | Hold |
162
| – | – | ﹤0.01% | 193 |
|
|
2024
Q3 | $19.5K | Hold |
162
| – | – | ﹤0.01% | 258 |
|
|
2024
Q2 | $18.2K | Sell |
162
-292
| -64% | -$32.8K | ﹤0.01% | 214 |
|
|
2024
Q1 | $49.6K | Hold |
454
| – | – | 0.01% | 189 |
|
|
2023
Q4 | $45.6K | Hold |
454
| – | – | 0.01% | 179 |
|
|
2023
Q3 | $40.8K | Hold |
454
| – | – | 0.01% | 169 |
|
|
2023
Q2 | $42.5K | Hold |
454
| – | – | 0.01% | 163 |
|
|
2023
Q1 | $39.8K | Buy |
+454
| New | +$39.8K | 0.01% | 176 |
|