SWM
Sugarloaf Wealth Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.24K | Sell |
50
-1,215
| -96% | -$30K | ﹤0.01% | 644 |
|
|
2024
Q3 | $31.8K | Buy |
+1,265
| New | +$31.8K | 0.01% | 357 |
|
|
2022
Q3 | – | Sell |
-2,628
| Closed | -$63K | – | 859 |
|
|
2022
Q2 | $63K | Hold |
2,628
| – | – | 0.02% | 248 |
|
|
2022
Q1 | $65K | Hold |
2,628
| – | – | 0.02% | 242 |
|
|
2021
Q4 | $67K | Hold |
2,628
| – | – | 0.02% | 247 |
|
|
2021
Q3 | $68K | Hold |
2,628
| – | – | 0.02% | 232 |
|
|
2021
Q2 | $68K | Buy |
2,628
+2,608
| +13,040% | +$67.5K | 0.02% | 237 |
|
|
2021
Q1 | $54 | Sell |
20
-2,075
| -99% | -$5.6K | 0.02% | 260 |
|
|
2020
Q4 | $55K | Buy |
2,095
+1,512
| +259% | +$39.7K | 0.02% | 244 |
|
|
2020
Q3 | $46K | Buy |
+583
| New | +$46K | 0.02% | 250 |
|