Round Table Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $208K | Hold |
2,736
| – | – | 0.04% | 148 |
|
|
2022
Q2 | $221K | Buy |
2,736
+1
| +0% | +$81 | 0.04% | 146 |
|
|
2022
Q1 | $265K | Hold |
2,735
| – | – | 0.04% | 138 |
|
|
2021
Q4 | $291K | Buy |
2,735
+348
| +15% | +$37K | 0.05% | 118 |
|
|
2021
Q3 | $229K | Buy |
2,387
+1
| +0% | +$96 | 0.05% | 120 |
|
|
2021
Q2 | $228K | Buy |
+2,386
| New | +$228K | 0.05% | 110 |
|