WP
WealthSource Partners’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $8.42M | Sell |
99,750
-6,063
| -6% | -$512K | 0.55% | 35 |
|
|
2023
Q3 | $7.98M | Sell |
105,813
-1,150
| -1% | -$86.7K | 0.55% | 32 |
|
|
2023
Q2 | $8.28M | Sell |
106,963
-1,646
| -2% | -$127K | 0.55% | 28 |
|
|
2023
Q1 | $7.74M | Sell |
108,609
-7,431
| -6% | -$530K | 0.52% | 27 |
|
|
2022
Q4 | $7.69M | Buy |
116,040
+29,032
| +33% | +$1.93M | 0.54% | 30 |
|
|
2022
Q3 | $5.37M | Sell |
87,008
-71,608
| -45% | -$4.42M | 0.4% | 43 |
|
|
2022
Q2 | $10.5M | Buy |
158,616
+120,868
| +320% | +$8.02M | 0.77% | 17 |
|
|
2022
Q1 | $2.99M | Buy |
+37,748
| New | +$2.99M | 0.2% | 86 |
|