WealthShield Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-539
| Closed | -$45.5K | – | 511 |
|
|
2023
Q4 | $45.5K | Hold |
539
| – | – | 0.01% | 366 |
|
|
2023
Q3 | $40.8K | Hold |
539
| – | – | 0.01% | 382 |
|
|
2023
Q2 | $41.7K | Hold |
539
| – | – | 0.01% | 390 |
|
|
2023
Q1 | $38.4K | Sell |
539
-12,297
| -96% | -$876K | 0.01% | 391 |
|
|
2022
Q4 | $851K | Buy |
+12,836
| New | +$851K | 0.16% | 151 |
|