Tyler-Stone Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-55
| Closed | -$5.53K | – | 931 |
|
|
2023
Q4 | $5.53K | Hold |
55
| – | – | ﹤0.01% | 696 |
|
|
2023
Q3 | $5K | Hold |
55
| – | – | ﹤0.01% | 711 |
|
|
2023
Q2 | $5K | Buy |
+55
| New | +$5K | ﹤0.01% | 705 |
|
|
2022
Q4 | $5K | Hold |
55
| – | – | ﹤0.01% | 657 |
|
|
2022
Q3 | $4K | Hold |
55
| – | – | ﹤0.01% | 680 |
|
|
2022
Q2 | $4K | Buy |
+55
| New | +$4K | ﹤0.01% | 698 |
|