Spartan Planning & 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
2023 Q4	$94.8K	Buy	943 +315	+50%	+$31.7K	0.1%	99
2023 Q3	$56.5K	Buy	+628	New	+$56.5K	0.07%	87
2022 Q4	$19.5K	Sell	237 -15	-6%	-$1.24K	0.02%	117
2022 Q3	$19K	Buy	252 +51	+25%	+$3.85K	0.02%	56
2022 Q2	$16K	Buy	+201	New	+$16K	0.02%	69