Wealthsimple US, Ltd. SUSB Holdings History
Number of Shares
209,839.00
Current Holdings Value*
$5.45 Mil
% of Portfolio
5.43%
Total Estimate Gain
$-203,815.91
% of Total Estimate Gain
-3.72%
Wealthsimple US, Ltd.'s iShares ESG 1-5 Year USD Corporate Bond ETF Holding Summary
As of 2021-03-31, Wealthsimple US, Ltd. held 209,839.00 shares of iShares ESG 1-5 Year USD Corporate Bond ETF(SUSB), totaling $5.45 Mil. This investment constitutes 5.43% of their stock portfolio, and Wealthsimple US, Ltd. now holds 0.53% of the outstanding iShares ESG 1-5 Year USD Corporate Bond ETF(SUSB) stock.
The initial trade took place in 2020Q3. And since then Wealthsimple US, Ltd. has made 3 purchases of SUSB, at an average price of $26.10, for a total of 209,839.00 shares. Based on historical transaction data and SUSB's current price of $25.13, Wealthsimple US, Ltd.'s estimated gain on his SUSB holdings is $-203,815.91, reflecting a -3.72% gain to date.
Wealthsimple US, Ltd. SUSB ($25.13) Holding Chart
Wealthsimple US, Ltd. SUSB ($25.13) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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