BUCKINGHAM STRATEGIC WEALTH, LLC – iShares MSCI KLD 400 Social ETF Transaction History
BUCKINGHAM STRATEGIC WEALTH, LLC portfolio value:
$1.49M
portfolio value
BUCKINGHAM STRATEGIC WEALTH, LLC 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 | +0.31% | 68 shares | -105K | $66.97 | 22.33K |
| Q2 2022 | share | Increase | +52.75% | 7.69K shares | 338K | $71.9 | 22.27K |
| Q1 2022 | share | Increase | +230.29% | 10.16K shares | 853K | $86.62 | 14.57K |
| Q4 2021 | share | Increase | +75.09% | 1.89K shares | 200K | $93.1 | 4.41K |
| Q3 2021 | share | 0.00% | 0 shares | 1K | $83.21 | 2.52K | |
| Q2 2021 | share | Decrease | -76.33% | -8.13K shares | -604K | $82.59 | 2.52K |
| Q1 2021 | share | Decrease | -31.90% | -4.98K shares | -306K | $75.98 | 10.65K |
| Q4 2020 | share | Decrease | -10.71% | -1.87K shares | -2K | $70.97 | 15.64K |
| Q3 2020 | share | Increase | 0.00% | 17.51K shares | 1.12M | $63.27 | 17.51K |
| Q2 2020 | share | Decrease | -0.06% | -10 shares | 180K | $58.15 | 17.51K |
| Q1 2020 | share | 0.00% | 0 shares | -199K | $47.84 | 17.52K | |
| Q4 2019 | share | Increase | +1.76% | 304 shares | 98K | $58.68 | 17.52K |
| Q3 2019 | share | Decrease | -0.21% | -36 shares | 11K | $53.97 | 17.22K |
| Q2 2019 | share | Increase | +0.02% | 4 shares | 34K | $53.01 | 17.26K |
| Q1 2019 | share | Increase | +39.70% | 4.90K shares | 336K | $50.96 | 17.25K |
| Q4 2018 | share | Increase | 0.00% | 12.35K shares | 574K | $44.74 | 12.35K |