SWS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,172
| Closed | -$322K | – | 124 |
|
|
2024
Q3 | $322K | Buy |
3,172
+200
| +7% | +$20.3K | 0.1% | 108 |
|
|
2024
Q2 | $290K | Sell |
2,972
-302
| -9% | -$29.4K | 0.09% | 106 |
|
|
2024
Q1 | $307K | Buy |
3,274
+223
| +7% | +$20.9K | 0.09% | 106 |
|
|
2023
Q4 | $257K | Buy |
3,051
+50
| +2% | +$4.22K | 0.08% | 106 |
|
|
2023
Q3 | $226K | Sell |
3,001
-171
| -5% | -$12.9K | 0.08% | 110 |
|
|
2023
Q2 | $246K | Sell |
3,172
-153
| -5% | -$11.8K | 0.09% | 107 |
|
|
2023
Q1 | $237K | Buy |
+3,325
| New | +$237K | 0.09% | 111 |
|