Private Capital Management (Colorado)’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $602K | Sell |
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|
2024
Q3 | $709K | Sell |
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|
2024
Q2 | $700K | Sell |
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|
2024
Q1 | $701K | Buy |
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|
2023
Q4 | $599K | Buy |
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|
2023
Q3 | $510K | Hold |
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|
2023
Q2 | $523K | Buy |
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|
2023
Q1 | $465K | Sell |
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|
2022
Q4 | $661K | Buy |
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|
2022
Q3 | $513K | Sell |
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|
2022
Q2 | $781K | Hold |
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|
2022
Q1 | $781K | Buy |
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|
2021
Q4 | $767K | Buy |
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|
2021
Q3 | $506K | Buy |
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|
2021
Q2 | $476K | Buy |
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|
2021
Q1 | $330K | Buy |
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