Spire Wealth Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-84
| Closed | -$8.18K | – | 2264 |
|
|
2024
Q2 | $8.18K | Sell |
84
-91
| -52% | -$8.87K | ﹤0.01% | 1697 |
|
|
2024
Q1 | $16.4K | Hold |
175
| – | – | ﹤0.01% | 1574 |
|
|
2023
Q4 | $15.1K | Sell |
175
-149
| -46% | -$12.9K | ﹤0.01% | 1629 |
|
|
2023
Q3 | $24.4K | Sell |
324
-216
| -40% | -$16.3K | ﹤0.01% | 1427 |
|
|
2023
Q2 | $41.8K | Sell |
540
-109
| -17% | -$8.44K | ﹤0.01% | 1271 |
|
|
2023
Q1 | $46.2K | Buy |
649
+201
| +45% | +$14.3K | ﹤0.01% | 1232 |
|
|
2022
Q4 | $30K | Sell |
448
-28
| -6% | -$1.88K | ﹤0.01% | 1206 |
|
|
2022
Q3 | $29K | Buy |
+476
| New | +$29K | ﹤0.01% | 1170 |
|
|
2021
Q3 | – | Sell |
-373
| Closed | -$14K | – | 2643 |
|
|
2021
Q2 | $14K | Buy |
+373
| New | +$14K | ﹤0.01% | 2010 |
|