Stonehearth Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-7,552
| Closed | -$451K | – | 48 |
|
|
2018
Q3 | $451K | Buy |
7,552
+436
| +6% | +$26K | 0.34% | 31 |
|
|
2018
Q2 | $401K | Sell |
7,116
-130
| -2% | -$7.33K | 0.31% | 31 |
|
|
2018
Q1 | $402K | Buy |
7,246
+574
| +9% | +$31.8K | 0.31% | 30 |
|
|
2017
Q4 | $371K | Buy |
6,672
+1,554
| +30% | +$86.4K | 0.28% | 29 |
|
|
2017
Q3 | $267K | Buy |
+5,118
| New | +$267K | 0.21% | 29 |
|