DESTINATION WEALTH MANAGEMENT – iShares MSCI USA ESG Select ETF Transaction History
DESTINATION WEALTH MANAGEMENT portfolio value:
$2.46M
portfolio value
DESTINATION WEALTH MANAGEMENT quarter portfolio value change:
-5.92%
quarter
iShares MSCI USA ESG Select ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Increase | +10.76% | 3.15K shares | 100K | $75.91 | 32.49K |
Q2 2022 | share | Decrease | -1.10% | -325 shares | -506K | $80.69 | 29.34K |
Q1 2022 | share | Increase | +5.35% | 1.50K shares | -119K | $96.84 | 29.66K |
Q4 2021 | share | Increase | +7.13% | 1.87K shares | 470K | $106.41 | 28.15K |
Q3 2021 | share | Decrease | -3.94% | -1.07K shares | -92K | $95.95 | 26.28K |
Q2 2021 | share | Increase | +3.66% | 966 shares | 296K | $95.24 | 27.36K |
Q1 2021 | share | Increase | +2.08% | 539 shares | 189K | $87.37 | 26.39K |
Q4 2020 | share | Decrease | -5.96% | -1.63K shares | 107K | $81.68 | 25.85K |
Q3 2020 | share | Decrease | -11.79% | -3.67K shares | -63K | $72.71 | 27.49K |
Q2 2020 | share | Decrease | -13.44% | -4.84K shares | 109K | $65.88 | 31.17K |
Q1 2020 | share | Decrease | -24.91% | -11.94K shares | -1.23M | $53.9 | 36.01K |
Q4 2019 | share | Increase | +6.57% | 2.95K shares | 433K | $65.51 | 47.95K |
Q3 2019 | share | Increase | +9.33% | 3.84K shares | 273K | $60.18 | 45K |
Q2 2019 | share | Increase | +3.52% | 1.39K shares | 157K | $59.04 | 41.16K |
Q1 2019 | share | Increase | +12.47% | 4.41K shares | 528K | $57.05 | 39.76K |
Q4 2018 | share | Increase | +28.04% | 7.74K shares | 175K | $49.59 | 35.35K |
Q3 2018 | share | Increase | +2.04% | 552 shares | 122K | $57.11 | 27.61K |
Q2 2018 | share | Decrease | -6.83% | -1.98K shares | -84K | $53.77 | 27.05K |
Q1 2018 | share | Decrease | -6.46% | -2.00K shares | -114K | $52.6 | 29.04K |
Q4 2017 | share | Increase | +2.63% | 796 shares | 143K | $52.56 | 31.04K |
Q3 2017 | share | Increase | +14.66% | 3.86K shares | 232K | $49.25 | 30.25K |
Q2 2017 | share | Increase | +14.30% | 3.3K shares | 215K | $0 | 26.38K |
Q1 2017 | share | Increase | +12.55% | 2.57K shares | 190K | $0 | 23.08K |
Q4 2016 | share | Increase | +12.11% | 2.21K shares | 112K | $0 | 20.51K |
Q3 2016 | share | Increase | +2.16% | 386 shares | 58K | $0 | 18.29K |
Q2 2016 | share | Increase | +46.71% | 5.70K shares | 265K | $0 | 17.90K |
Q1 2016 | share | 0.00% | 0 shares | 0 | $0 | 12.20K |