Ten Capital Wealth Advisors’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
2023
Q2
Sell
-203
Closed -$17.8K 506
2023
Q1
$17.8K Hold
203
0.01% 312
2022
Q4
$16.7K Hold
203
0.01% 270
2022
Q3
$15K Hold
203
0.01% 266
2022
Q2
$16K Hold
203
0.01% 223
2022
Q1
$20K Buy
+203
New +$20K 0.01% 222