DESTINATION WEALTH MANAGEMENT – iShares MSCI KLD 400 Social ETF Transaction History
DESTINATION WEALTH MANAGEMENT portfolio value:
$613,000
portfolio value
DESTINATION WEALTH MANAGEMENT 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 | Increase | +4.38% | 384 shares | -17K | $66.97 | 9.14K |
| Q2 2022 | share | Increase | +0.75% | 65 shares | -123K | $71.9 | 8.76K |
| Q1 2022 | share | Decrease | -0.87% | -76 shares | -62K | $86.62 | 8.69K |
| Q4 2021 | share | Decrease | -1.00% | -89 shares | 78K | $93.1 | 8.77K |
| Q3 2021 | share | Decrease | -9.68% | -950 shares | -76K | $83.21 | 8.86K |
| Q2 2021 | share | Decrease | -0.52% | -51 shares | 60K | $82.59 | 9.81K |
| Q1 2021 | share | Increase | +2.86% | 274 shares | 67K | $75.98 | 9.86K |
| Q4 2020 | share | Decrease | -3.60% | -358 shares | 50K | $70.97 | 9.59K |
| Q3 2020 | share | Decrease | -7.79% | -840 shares | -1K | $63.27 | 9.94K |
| Q2 2020 | share | Decrease | -70.38% | -25.63K shares | -1.13M | $58.15 | 10.78K |
| Q1 2020 | share | Decrease | -37.91% | -22.23K shares | -1.74M | $47.84 | 36.42K |
| Q4 2019 | share | Increase | +7.30% | 3.99K shares | 492K | $58.68 | 58.65K |
| Q3 2019 | share | Increase | +6.18% | 3.18K shares | 216K | $53.97 | 54.66K |
| Q2 2019 | share | Increase | +1.20% | 608 shares | 132K | $53.01 | 51.48K |
| Q1 2019 | share | Increase | +7.62% | 3.60K shares | 485K | $50.96 | 50.87K |
| Q4 2018 | share | Increase | +18.85% | 7.49K shares | 74K | $44.74 | 47.27K |
| Q3 2018 | share | Increase | +10.38% | 3.74K shares | 305K | $51.14 | 39.77K |
| Q2 2018 | share | Increase | +225.63% | 24.96K shares | 1.57M | $48.17 | 36.03K |
| Q1 2018 | share | Decrease | -65.23% | -20.76K shares | -1.32M | $46.44 | 11.06K |
| Q4 2017 | share | Increase | +6.27% | 1.87K shares | 173K | $46.55 | 31.82K |
| Q3 2017 | share | Increase | +16.84% | 4.31K shares | 245K | $43.84 | 29.94K |
| Q2 2017 | share | Increase | +13.91% | 3.13K shares | 169K | $42.01 | 25.63K |
| Q1 2017 | share | Increase | +16.74% | 3.22K shares | 182K | $40.69 | 22.50K |
| Q4 2016 | share | Increase | +18.17% | 2.96K shares | 137K | $38.51 | 19.27K |
| Q3 2016 | share | Decrease | -4.17% | -710 shares | -1K | $37.46 | 16.31K |
| Q2 2016 | share | Increase | +213.37% | 11.59K shares | 452K | $35.87 | 17.02K |
| Q1 2016 | share | 0.00% | 0 shares | 0 | $35.38 | 5.43K |