Transcend Capital Advisors’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
2023
Q1
Sell
-4,864
Closed -$323K 520
2022
Q4
$323K Hold
4,864
0.04% 351
2022
Q3
$300K Sell
4,864
-328
-6% -$20.2K 0.03% 361
2022
Q2
$345K Buy
5,192
+1,020
+24% +$67.8K 0.04% 353
2022
Q1
$330K Buy
+4,172
New +$330K 0.03% 381