Stanford Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-90
| Closed | -$4K | – | 414 |
|
|
2016
Q3 | $4K | Hold |
90
| – | – | ﹤0.01% | 379 |
|
|
2016
Q2 | $4K | Hold |
90
| – | – | ﹤0.01% | 334 |
|
|
2016
Q1 | $4K | Hold |
90
| – | – | ﹤0.01% | 333 |
|
|
2015
Q4 | $4K | Hold |
90
| – | – | ﹤0.01% | 308 |
|
|
2015
Q3 | $4K | Hold |
90
| – | – | ﹤0.01% | 314 |
|
|
2015
Q2 | $4K | Hold |
90
| – | – | ﹤0.01% | 324 |
|
|
2015
Q1 | $4K | Hold |
90
| – | – | ﹤0.01% | 322 |
|
|
2014
Q4 | $4K | Buy |
+90
| New | +$4K | ﹤0.01% | 324 |
|