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Wealthcare Capital Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Wealthcare Capital Management’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,928
Closed -$119K – 672
2019
Q3 		$119K Hold
1,928
– – 0.01% 72
2019
Q2 		$117K Hold
1,928
– – 0.02% 68
2019
Q1 		$114K Hold
1,928
– – 0.02% 71
2018
Q4 		$99K Buy
+1,928
New +$99K 0.02% 73