SVWAG
Sound View Wealth Advisors Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,811
| Closed | -$226K | – | 370 |
|
|
2024
Q1 | $226K | Sell |
9,811
-8,184
| -45% | -$188K | 0.02% | 345 |
|
|
2023
Q4 | $419K | Buy |
17,995
+421
| +2% | +$9.8K | 0.05% | 258 |
|
|
2023
Q3 | $382K | Buy |
17,574
+4
| +0% | +$87 | 0.05% | 253 |
|
|
2023
Q2 | $400K | Buy |
17,570
+4
| +0% | +$91 | 0.05% | 250 |
|
|
2023
Q1 | $404K | Sell |
17,566
-429
| -2% | -$9.87K | 0.06% | 244 |
|
|
2022
Q4 | $419K | Buy |
17,995
+6,060
| +51% | +$141K | 0.05% | 258 |
|
|
2022
Q3 | $260K | Hold |
11,935
| – | – | 0.06% | 228 |
|
|
2022
Q2 | $276K | Hold |
11,935
| – | – | 0.06% | 226 |
|
|
2022
Q1 | $300K | Hold |
11,935
| – | – | 0.06% | 243 |
|
|
2021
Q4 | $326K | Buy |
+11,935
| New | +$326K | 0.06% | 227 |
|