TRUE Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,848
| Closed | -$152K | – | 634 |
|
|
2020
Q4 | $152K | Hold |
1,848
| – | – | 0.03% | 224 |
|
|
2020
Q3 | $135K | Hold |
1,848
| – | – | 0.02% | 218 |
|
|
2020
Q2 | $123K | Hold |
1,848
| – | – | 0.02% | 219 |
|
|
2020
Q1 | $101K | Buy |
1,848
+1,342
| +265% | +$73.3K | 0.02% | 206 |
|
|
2019
Q4 | $33K | Buy |
+506
| New | +$33K | 0.01% | 417 |
|