TWM
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TSA Wealth Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

TSA Wealth Management’s Portfolio SUSL Stock Details SUSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,874
Closed -$411K – 64
2023
Q4 		$411K Buy
+4,874
New +$411K 0.19% 40