VisionPoint Advisory Group’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-250
| Closed | -$6.12K | – | 718 |
|
|
2024
Q2 | $6.12K | Buy |
250
+10
| +4% | +$245 | ﹤0.01% | 537 |
|
|
2024
Q1 | $5.88K | Buy |
240
+7
| +3% | +$171 | ﹤0.01% | 516 |
|
|
2023
Q4 | $5.7K | Buy |
+233
| New | +$5.7K | ﹤0.01% | 475 |
|
|
2023
Q3 | – | Sell |
-272
| Closed | -$6.5K | – | 823 |
|
|
2023
Q2 | $6.5K | Buy |
+272
| New | +$6.5K | ﹤0.01% | 434 |
|