Winslow Evans & Crocker’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $49K | Hold |
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|
2020
Q3 | $44K | Hold |
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|
2020
Q2 | $40K | Hold |
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|
2020
Q1 | $34K | Hold |
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|
2019
Q4 | $42K | Hold |
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|
2019
Q3 | $38K | Hold |
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|
2019
Q2 | $38K | Hold |
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|
2019
Q1 | $36K | Hold |
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|
2018
Q4 | $32K | Hold |
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|
2018
Q3 | $36K | Hold |
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|
2018
Q2 | $34K | Hold |
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|
2018
Q1 | $33.3K | Hold |
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|
2017
Q4 | $33.3K | Hold |
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|
2017
Q3 | $31.4K | Hold |
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|
2017
Q2 | $30.7K | Hold |
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|
2017
Q1 | $29.5K | Sell |
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|
2016
Q4 | $34K | Buy |
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|
2016
Q3 | $6.37K | Sell |
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|
2016
Q2 | $152K | Buy |
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|
2016
Q1 | $149K | Sell |
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|
2015
Q4 | $146K | Sell |
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|
2015
Q3 | $144K | Hold |
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|
2015
Q2 | $156K | Hold |
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|
2015
Q1 | $157K | Hold |
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|
2014
Q4 | $158K | Sell |
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|
2014
Q3 | $191K | Buy |
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|
2014
Q2 | $159K | Hold |
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|
2014
Q1 | $151K | Hold |
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|
2013
Q4 | $148K | Buy |
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