RWA Wealth Partners’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-71,660
| Closed | -$1.86M | – | 232 |
|
|
2020
Q2 | $1.86M | Sell |
71,660
-133,915
| -65% | -$3.48M | 0.23% | 78 |
|
|
2020
Q1 | $5.12M | Buy |
205,575
+34,833
| +20% | +$868K | 0.73% | 36 |
|
|
2019
Q4 | $4.34M | Buy |
170,742
+59,443
| +53% | +$1.51M | 0.43% | 56 |
|
|
2019
Q3 | $2.83M | Buy |
111,299
+18,563
| +20% | +$473K | 0.3% | 75 |
|
|
2019
Q2 | $2.35M | Buy |
92,736
+63,595
| +218% | +$1.61M | 0.25% | 85 |
|
|
2019
Q1 | $729K | Buy |
+29,141
| New | +$729K | 0.08% | 135 |
|