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Selective Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Selective Wealth Management’s Portfolio SUSC Stock Details SUSC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-6,039
Closed -$132K – 654
2022
Q3 		$132K Sell
6,039
-463
-7% -$10.1K 0.06% 171
2022
Q2 		$151K Buy
6,502
+2,084
+47% +$48.4K 0.05% 173
2022
Q1 		$111K Buy
+4,418
New +$111K 0.04% 196