WealthSource Partners’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.28M | Sell |
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|
2023
Q3 | $2.2M | Buy |
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|
2023
Q2 | $2.12M | Sell |
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|
2023
Q1 | $2.23M | Buy |
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $1.41M | Buy |
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|
2022
Q2 | $1.3M | Buy |
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|
2022
Q1 | $992K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.88M | Sell |
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|
2020
Q4 | $2.01M | Sell |
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|
2020
Q3 | $2.94M | Buy |
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|
2020
Q2 | $2.28M | Buy |
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|
2020
Q1 | $1.08M | Buy |
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|
2019
Q4 | $840K | Buy |
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|
2019
Q3 | $322K | Buy |
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|
2019
Q2 | $204K | Buy |
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