Stratos Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,500
| Closed | -$464K | – | 740 |
|
|
2024
Q4 | $464K | Buy |
4,500
+327
| +8% | +$33.7K | 0.02% | 493 |
|
|
2024
Q3 | $424K | Buy |
4,173
+324
| +8% | +$32.9K | 0.02% | 533 |
|
|
2024
Q2 | $375K | Sell |
3,849
-245
| -6% | -$23.9K | 0.02% | 534 |
|
|
2024
Q1 | $384K | Buy |
4,094
+23
| +0.6% | +$2.16K | 0.02% | 510 |
|
|
2023
Q4 | $344K | Sell |
4,071
-369
| -8% | -$31.1K | 0.02% | 531 |
|
|
2023
Q3 | $335K | Buy |
4,440
+7
| +0.2% | +$528 | 0.02% | 500 |
|
|
2023
Q2 | $343K | Sell |
4,433
-703
| -14% | -$54.4K | 0.02% | 489 |
|
|
2023
Q1 | $366K | Sell |
5,136
-215
| -4% | -$15.3K | 0.03% | 463 |
|
|
2022
Q4 | $355K | Buy |
5,351
+37
| +0.7% | +$2.45K | 0.03% | 444 |
|
|
2022
Q3 | $328K | Sell |
5,314
-12,771
| -71% | -$788K | 0.03% | 411 |
|
|
2022
Q2 | $1.2M | Buy |
18,085
+5,692
| +46% | +$378K | 0.11% | 237 |
|
|
2022
Q1 | $981K | Buy |
+12,393
| New | +$981K | 0.08% | 278 |
|