WWA
WCG Wealth Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,450
| Closed | -$280K | – | 303 |
|
|
2024
Q1 | $280K | Buy |
11,450
+653
| +6% | +$16K | 0.02% | 249 |
|
|
2023
Q4 | $264K | Sell |
10,797
-608
| -5% | -$14.9K | 0.02% | 288 |
|
|
2023
Q3 | $271K | Sell |
11,405
-1,313
| -10% | -$31.2K | 0.02% | 269 |
|
|
2023
Q2 | $304K | Buy |
12,718
+984
| +8% | +$23.5K | 0.04% | 150 |
|
|
2023
Q1 | $282K | Sell |
11,734
-81
| -0.7% | -$1.95K | 0.04% | 152 |
|
|
2022
Q4 | $281K | Sell |
11,815
-1,058
| -8% | -$25.1K | 0.04% | 148 |
|
|
2022
Q3 | $302K | Buy |
12,873
+3,197
| +33% | +$75K | 0.04% | 224 |
|
|
2022
Q2 | $233K | Buy |
+9,676
| New | +$233K | 0.03% | 240 |
|