SBSB
Sullivan, Bruyette, Speros & Blaney’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $700K | Buy |
7,707
+167
| +2% | +$15.2K | 0.03% | 147 |
|
|
2020
Q4 | $649K | Buy |
7,540
+966
| +15% | +$83.1K | 0.03% | 139 |
|
|
2020
Q3 | $501K | Hold |
6,574
| – | – | 0.03% | 148 |
|
|
2020
Q2 | $460K | Sell |
6,574
-200
| -3% | -$14K | 0.03% | 146 |
|
|
2020
Q1 | $389K | Buy |
6,774
+4,628
| +216% | +$266K | 0.03% | 143 |
|
|
2019
Q4 | $153K | Sell |
2,146
-1,167
| -35% | -$83.2K | 0.01% | 285 |
|
|
2019
Q3 | $217K | Buy |
+3,313
| New | +$217K | 0.01% | 222 |
|