United Capital Financial Advisors’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,993
| Closed | -$774K | – | 895 |
|
|
2023
Q2 | $774K | Sell |
9,993
-929
| -9% | -$71.9K | ﹤0.01% | 603 |
|
|
2023
Q1 | $778K | Buy |
10,922
+1,029
| +10% | +$73.3K | ﹤0.01% | 642 |
|
|
2022
Q4 | $656K | Sell |
9,893
-750
| -7% | -$49.7K | ﹤0.01% | 714 |
|
|
2022
Q3 | $657K | Buy |
10,643
+50
| +0.5% | +$3.09K | ﹤0.01% | 699 |
|
|
2022
Q2 | $703K | Buy |
+10,593
| New | +$703K | ﹤0.01% | 710 |
|