Regal Wealth Group’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-456
| Closed | -$12K | – | 218 |
|
|
2021
Q1 | $12K | Hold |
456
| – | – | 0.01% | 172 |
|
|
2020
Q4 | $12K | Hold |
456
| – | – | 0.01% | 153 |
|
|
2020
Q3 | $12K | Hold |
456
| – | – | 0.01% | 140 |
|
|
2020
Q2 | $12K | Hold |
456
| – | – | 0.01% | 139 |
|
|
2020
Q1 | $11K | Hold |
456
| – | – | 0.01% | 122 |
|
|
2019
Q4 | $12K | Hold |
456
| – | – | 0.01% | 148 |
|
|
2019
Q3 | $12K | Buy |
+456
| New | +$12K | 0.01% | 120 |
|