RPg Family Wealth Advisory’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $7.02M | Sell |
|
|||||
|
2024
Q1 | $6.8M | Buy |
|
|||||
|
2023
Q4 | $5.85M | Sell |
|
|||||
|
2023
Q3 | $5.25M | Buy |
|
|||||
|
2023
Q2 | $4.95M | Sell |
|
|||||
|
2023
Q1 | $4.58M | Buy |
|
|||||
|
2022
Q4 | $3.89M | Buy |
|
|||||
|
2022
Q3 | $3.94M | Sell |
|
|||||
|
2022
Q2 | $3.84M | Sell |
|
|||||
|
2022
Q1 | $4.81M | Buy |
|
|||||
|
2021
Q4 | $5.09M | Buy |
|
|||||
|
2021
Q3 | $4.52M | Buy |
|
|||||
|
2021
Q2 | $4.45M | Buy |
|
|||||
|
2020
Q4 | $3.48M | Sell |
|
|||||
|
2020
Q3 | $3.12M | Buy |
|
|||||
|
2020
Q2 | $2.6M | Buy |
|
|||||
|
2020
Q1 | $2.15M | Buy |
|