RegentAtlantic Capital’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $370K | Hold |
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|
2022
Q2 | $393K | Hold |
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|
2022
Q1 | $472K | Sell |
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|
2021
Q4 | $530K | Hold |
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|
2021
Q3 | $479K | Sell |
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|
2021
Q2 | $491K | Sell |
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|
2021
Q1 | $475K | Hold |
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|
2020
Q4 | $446K | Hold |
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|
2020
Q3 | $398K | Hold |
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|
2020
Q2 | $362K | Hold |
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|
2020
Q1 | $297K | Sell |
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|
2019
Q4 | $412K | Hold |
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|
2019
Q3 | $380K | Buy |
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|
2019
Q2 | $285K | Buy |
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|
2019
Q1 | $274K | Hold |
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|
2018
Q4 | $239K | Hold |
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|
2018
Q3 | $277K | Hold |
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|
2018
Q2 | $261K | Hold |
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|
2018
Q1 | $257K | Hold |
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|
2017
Q4 | $257K | Hold |
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|
2017
Q3 | $242K | Hold |
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|
2017
Q2 | $237K | Hold |
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|
2017
Q1 | $228K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $167K | Buy |
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