WealthSource Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $391K | Sell |
3,895
-11
| -0.3% | -$1.11K | 0.03% | 370 |
|
|
2023
Q3 | $351K | Sell |
3,906
-384
| -9% | -$34.5K | 0.02% | 380 |
|
|
2023
Q2 | $402K | Buy |
4,290
+2
| +0% | +$187 | 0.03% | 357 |
|
|
2023
Q1 | $376K | Buy |
4,288
+2
| +0% | +$176 | 0.03% | 362 |
|
|
2022
Q4 | $353K | Sell |
4,286
-20
| -0.5% | -$1.65K | 0.03% | 366 |
|
|
2022
Q3 | $327K | Buy |
+4,306
| New | +$327K | 0.02% | 377 |
|