Rehmann Capital Advisory Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-696
| Closed | -$42.4K | – | 2079 |
|
|
2019
Q2 | $42.4K | Hold |
696
| – | – | 0.01% | 901 |
|
|
2019
Q1 | $41.2K | Buy |
+696
| New | +$41.2K | 0.01% | 886 |
|
|
2018
Q4 | – | Sell |
-696
| Closed | -$41.5K | – | 2094 |
|
|
2018
Q3 | $41.5K | Hold |
696
| – | – | 0.01% | 869 |
|
|
2018
Q2 | $39.3K | Hold |
696
| – | – | 0.01% | 868 |
|
|
2018
Q1 | $39K | Buy |
+696
| New | +$39K | 0.01% | 851 |
|