West Coast Financial’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,999
| Closed | -$481K | – | 175 |
|
|
2024
Q3 | $481K | Hold |
3,999
| – | – | 0.05% | 106 |
|
|
2024
Q2 | $449K | Hold |
3,999
| – | – | 0.05% | 103 |
|
|
2024
Q1 | $437K | Sell |
3,999
-50
| -1% | -$5.46K | 0.05% | 103 |
|
|
2023
Q4 | $407K | Sell |
4,049
-1,065
| -21% | -$107K | 0.05% | 103 |
|
|
2023
Q3 | $460K | Sell |
5,114
-50
| -1% | -$4.5K | 0.07% | 95 |
|
|
2023
Q2 | $484K | Sell |
5,164
-20
| -0.4% | -$1.87K | 0.07% | 98 |
|
|
2023
Q1 | $455K | Buy |
+5,184
| New | +$455K | 0.07% | 93 |
|