GOULD ASSET MANAGEMENT LLC /CA/ – iShares MSCI KLD 400 Social ETF Transaction History
GOULD ASSET MANAGEMENT LLC /CA/ portfolio value:
$227,000
portfolio value
GOULD ASSET MANAGEMENT LLC /CA/ quarter portfolio value change:
-6.86%
quarter
iShares MSCI KLD 400 Social ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.97% | -140 shares | -26K | $66.97 | 3.38K |
| Q2 2022 | share | 0.00% | 0 shares | -52K | $71.9 | 3.52K | |
| Q1 2022 | share | Decrease | -6.25% | -235 shares | -44K | $86.62 | 3.52K |
| Q4 2021 | share | Increase | +3.87% | 140 shares | 48K | $93.1 | 3.75K |
| Q3 2021 | share | 0.00% | 0 shares | 1K | $83.21 | 3.61K | |
| Q2 2021 | share | Decrease | -4.99% | -190 shares | 9K | $82.59 | 3.61K |
| Q1 2021 | share | 0.00% | 0 shares | 19K | $75.98 | 3.80K | |
| Q4 2020 | share | Decrease | -3.55% | -140 shares | 19K | $70.97 | 3.80K |
| Q3 2020 | share | Decrease | -8.57% | -370 shares | -2K | $63.27 | 3.94K |
| Q2 2020 | share | 0.00% | 0 shares | 45K | $58.15 | 4.31K | |
| Q1 2020 | share | Decrease | -32.51% | -2.08K shares | -174K | $47.84 | 4.31K |
| Q4 2019 | share | 0.00% | 0 shares | 29K | $58.68 | 6.39K | |
| Q3 2019 | share | Decrease | -2.74% | -180 shares | -5K | $53.97 | 6.39K |
| Q2 2019 | share | Increase | +26.55% | 1.38K shares | 86K | $53.01 | 6.57K |
| Q1 2019 | share | 0.00% | 0 shares | 32K | $50.96 | 5.19K | |
| Q4 2018 | share | Increase | +9.71% | 460 shares | -11K | $44.74 | 5.19K |
| Q3 2018 | share | Increase | 0.00% | 4.73K shares | 253K | $51.14 | 4.73K |