Stratos Wealth Partners’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
Q2 | $833K | Sell |
7,687
-271
| -3% | -$29.4K | 0.01% | 753 |
|
|
2025
Q1 | $762K | Sell |
7,958
-1,163
| -13% | -$111K | 0.01% | 751 |
|
|
2024
Q4 | $940K | Buy |
9,121
+1,364
| +18% | +$141K | 0.01% | 717 |
|
|
2024
Q3 | $788K | Sell |
7,757
-317
| -4% | -$32.2K | 0.01% | 769 |
|
|
2024
Q2 | $787K | Buy |
8,074
+51
| +0.6% | +$4.97K | 0.01% | 735 |
|
|
2024
Q1 | $753K | Sell |
8,023
-111
| -1% | -$10.4K | 0.01% | 753 |
|
|
2023
Q4 | $686K | Sell |
8,134
-487
| -6% | -$41.1K | 0.01% | 753 |
|
|
2023
Q3 | $650K | Buy |
8,621
+1,131
| +15% | +$85.3K | 0.01% | 718 |
|
|
2023
Q2 | $580K | Buy |
7,490
+234
| +3% | +$18.1K | 0.01% | 710 |
|
|
2023
Q1 | $517K | Buy |
+7,256
| New | +$517K | 0.01% | 686 |
|