Sugarloaf Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $6.79K | Sell |
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2024
Q3 | $222K | Buy |
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2024
Q2 | $207K | Hold |
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2024
Q1 | $209K | Buy |
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2023
Q4 | $152K | Hold |
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2023
Q3 | $142K | Sell |
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2023
Q2 | $277K | Hold |
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2023
Q1 | $281K | Buy |
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2022
Q4 | $77.9K | Hold |
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2022
Q3 | $77K | Sell |
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2022
Q2 | $292K | Hold |
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2022
Q1 | $317K | Hold |
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2021
Q4 | $344K | Hold |
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2021
Q3 | $347K | Hold |
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2021
Q2 | $350K | Buy |
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2021
Q1 | $262 | Sell |
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2020
Q4 | $275K | Buy |
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