Regal Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,064
| Closed | -$316K | – | 491 |
|
|
2024
Q4 | $316K | Sell |
3,064
-166
| -5% | -$17.1K | 0.02% | 396 |
|
|
2024
Q3 | $328K | Buy |
3,230
+110
| +4% | +$11.2K | 0.02% | 429 |
|
|
2024
Q2 | $304K | Sell |
3,120
-137
| -4% | -$13.3K | 0.02% | 456 |
|
|
2024
Q1 | $306K | Hold |
3,257
| – | – | 0.02% | 460 |
|
|
2023
Q4 | $275K | Buy |
3,257
+31
| +1% | +$2.62K | 0.02% | 438 |
|
|
2023
Q3 | $243K | Sell |
3,226
-661
| -17% | -$49.8K | 0.02% | 429 |
|
|
2023
Q2 | $301K | Sell |
3,887
-574
| -13% | -$44.4K | 0.03% | 395 |
|
|
2023
Q1 | $318K | Buy |
+4,461
| New | +$318K | 0.03% | 376 |
|
|
2022
Q4 | – | Sell |
-5,802
| Closed | -$358K | – | 511 |
|
|
2022
Q3 | $358K | Buy |
+5,802
| New | +$358K | 0.04% | 323 |
|