RG
Retirement Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $114K | Buy |
1,048
+2
| +0.2% | +$218 | 0.04% | 154 |
|
|
2023
Q4 | $105K | Buy |
1,046
+5
| +0.5% | +$503 | 0.04% | 153 |
|
|
2023
Q3 | $93.6K | Hold |
1,041
| – | – | 0.04% | 150 |
|
|
2023
Q2 | $97.4K | Sell |
1,041
-48
| -4% | -$4.49K | 0.04% | 145 |
|
|
2023
Q1 | $96K | Sell |
1,089
-97
| -8% | -$8.55K | 0.04% | 138 |
|
|
2022
Q4 | $98K | Buy |
1,186
+156
| +15% | +$12.9K | 0.05% | 125 |
|
|
2022
Q3 | $78K | Sell |
1,030
-374
| -27% | -$28.3K | 0.06% | 94 |
|
|
2022
Q2 | $113K | Sell |
1,404
-74
| -5% | -$5.96K | 0.05% | 142 |
|
|
2022
Q1 | $143K | Sell |
1,478
-447
| -23% | -$43.2K | 0.06% | 133 |
|
|
2021
Q4 | $205K | Sell |
1,925
-543
| -22% | -$57.8K | 0.09% | 117 |
|
|
2021
Q3 | $237K | Buy |
2,468
+350
| +17% | +$33.6K | 0.11% | 107 |
|
|
2021
Q2 | $202K | Buy |
2,118
+256
| +14% | +$24.4K | 0.1% | 114 |
|
|
2021
Q1 | $163K | Buy |
1,862
+591
| +46% | +$51.7K | 0.07% | 149 |
|
|
2020
Q4 | $104K | Buy |
+1,271
| New | +$104K | 0.05% | 178 |
|