TD Waterhouse Canada’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-155
| Closed | -$15.3K | – | 1930 |
|
|
2023
Q4 | $15.3K | Hold |
155
| – | – | ﹤0.01% | 1172 |
|
|
2023
Q3 | $13.9K | Sell |
155
-20
| -11% | -$1.79K | ﹤0.01% | 1161 |
|
|
2023
Q2 | $16.4K | Hold |
175
| – | – | ﹤0.01% | 1152 |
|
|
2023
Q1 | $15.4K | Buy |
+175
| New | +$15.4K | ﹤0.01% | 1139 |
|
|
2022
Q3 | – | Sell |
-280
| Closed | -$22.8K | – | 1782 |
|
|
2022
Q2 | $22.8K | Hold |
280
| – | – | ﹤0.01% | 1082 |
|
|
2022
Q1 | $27.2K | Hold |
280
| – | – | ﹤0.01% | 1110 |
|
|
2021
Q4 | $29.7K | Buy |
+280
| New | +$29.7K | ﹤0.01% | 1118 |
|