SWM
SUSB icon

SeaCrest Wealth Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

SeaCrest Wealth Management’s Portfolio SUSB Stock Details SUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-7,435
Closed -$179K – 1420
2022
Q2 		$179K Buy
+7,435
New +$180K 0.02% 646
2021
Q4 		– Sell
-8,144
Closed -$212K – 732
2021
Q3 		$212K Sell
8,144
-23,187
-74% -$604K 0.03% 610
2021
Q2 		$816K Buy
31,331
+7,169
+30% +$187K 0.1% 220
2021
Q1 		$628K Buy
24,162
+12,969
+116% +$338K 0.08% 265
2020
Q4 		$293K Buy
+11,193
New +$292K 0.04% 438

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