RCS Financial Planning’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,425
| Closed | -$205K | – | 73 |
|
|
2023
Q4 | $205K | Sell |
2,425
-657
| -21% | -$55.4K | 0.13% | 63 |
|
|
2023
Q3 | $234K | Sell |
3,082
-307
| -9% | -$23.3K | 0.18% | 59 |
|
|
2023
Q2 | $262K | Sell |
3,389
-1,013
| -23% | -$78.4K | 0.22% | 47 |
|
|
2023
Q1 | $314K | Buy |
4,402
+1,007
| +30% | +$71.8K | 0.28% | 44 |
|
|
2022
Q4 | $225K | Buy |
+3,395
| New | +$225K | 0.22% | 47 |
|