Private Ocean’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
Q2 | $1.16M | Sell |
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|
2024
Q1 | $1.18M | Buy |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $946K | Hold |
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|
2023
Q2 | $972K | Buy |
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|
2023
Q1 | $893K | Buy |
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|
2022
Q4 | $829K | Buy |
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|
2022
Q3 | $606K | Buy |
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|
2022
Q2 | $633K | Buy |
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|
2022
Q1 | $747K | Buy |
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|
2021
Q4 | $744K | Sell |
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|
2021
Q3 | $807K | Buy |
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|
2021
Q2 | $801K | Sell |
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|
2021
Q1 | $766K | Buy |
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|
2020
Q4 | $717K | Sell |
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|
2020
Q3 | $651K | Buy |
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|
2020
Q2 | $604K | Buy |
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|
2020
Q1 | $243K | Buy |
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