SeaCrest Wealth Management’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 | – | Sell |
-318
| Closed | -$26K | – | 1419 |
|
|
2022
Q2 | $26K | Buy |
+318
| New | +$26K | ﹤0.01% | 1395 |
|
|
2019
Q2 | – | Sell |
-1,544
| Closed | -$91K | – | 1683 |
|
|
2019
Q1 | $91K | Hold |
1,544
| – | – | 0.02% | 727 |
|
|
2018
Q4 | $80K | Hold |
1,544
| – | – | 0.02% | 741 |
|
|
2018
Q3 | $92K | Hold |
1,544
| – | – | 0.02% | 773 |
|
|
2018
Q2 | $87K | Hold |
1,544
| – | – | 0.02% | 773 |
|
|
2018
Q1 | $86K | Hold |
1,544
| – | – | 0.02% | 754 |
|
|
2017
Q4 | $86K | Buy |
+1,544
| New | +$86K | 0.02% | 775 |
|