U.S. Capital Wealth Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Buy |
15,877
+1,457
| +10% | +$33.8K | 0.01% | 669 |
|
|
2025
Q1 | $333K | Hold |
14,420
| – | – | 0.01% | 678 |
|
|
2024
Q4 | $328K | Buy |
14,420
+521
| +4% | +$11.8K | 0.01% | 663 |
|
|
2024
Q3 | $331K | Buy |
13,899
+1,548
| +13% | +$36.8K | 0.01% | 567 |
|
|
2024
Q2 | $281K | Buy |
12,351
+258
| +2% | +$5.86K | 0.01% | 583 |
|
|
2024
Q1 | $278K | Buy |
12,093
+1,658
| +16% | +$38.1K | 0.01% | 582 |
|
|
2023
Q4 | $243K | Buy |
+10,435
| New | +$243K | 0.01% | 595 |
|
|
2023
Q3 | – | Sell |
-9,629
| Closed | -$219K | – | 679 |
|
|
2023
Q2 | $219K | Hold |
9,629
| – | – | 0.01% | 609 |
|
|
2023
Q1 | $222K | Buy |
+9,629
| New | +$222K | 0.01% | 591 |
|