True Link Financial Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $390K | Sell |
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|
2024
Q1 | $556K | Sell |
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|
2023
Q4 | $555K | Sell |
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|
2023
Q3 | $1.23M | Sell |
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|
2023
Q2 | $1.87M | Sell |
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|
2023
Q1 | $2.1M | Sell |
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|
2022
Q4 | $2.34M | Sell |
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|
2022
Q3 | $2.77M | Sell |
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|
2022
Q2 | $4.1M | Buy |
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|
2022
Q1 | $4.87M | Sell |
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|
2021
Q4 | $12M | Sell |
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|
2021
Q3 | $12.1M | Sell |
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|
2021
Q2 | $12.1M | Hold |
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|
2021
Q1 | $11.2M | Hold |
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|
2020
Q4 | $10.5M | Buy |
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