Triumph Capital Management’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
2022
Q2
Sell
-6,766
Closed -$536K 226
2022
Q1
$536K Buy
6,766
+4,156
+159% +$329K 0.23% 109
2021
Q4
$220K Sell
2,610
-69
-3% -$5.82K 0.1% 192
2021
Q3
$202K Hold
2,679
0.09% 180
2021
Q2
$205K Buy
+2,679
New +$205K 0.12% 158