REGAL INVESTMENT ADVISORS LLC – iShares MSCI KLD 400 Social ETF Transaction History
REGAL INVESTMENT ADVISORS LLC portfolio value:
$1.17M
portfolio value
REGAL INVESTMENT ADVISORS 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 | +34.83% | 4.52K shares | 239K | $66.97 | 17.51K |
| Q2 2022 | share | Increase | +26.95% | 2.75K shares | 48K | $71.9 | 12.99K |
| Q1 2022 | share | Increase | +62.46% | 3.93K shares | 301K | $86.62 | 10.23K |
| Q4 2021 | share | Increase | +22.36% | 1.15K shares | 157K | $93.1 | 6.29K |
| Q3 2021 | share | Decrease | -23.80% | -1.60K shares | -131K | $83.21 | 5.14K |
| Q2 2021 | share | Increase | 0.00% | 6.75K shares | 559K | $82.59 | 6.75K |
| Q1 2021 | share | Decrease | -100.00% | -7.57K shares | -542K | $75.98 | 0 |
| Q4 2020 | share | Increase | 0.00% | 7.57K shares | 542K | $70.97 | 7.57K |
| Q3 2020 | share | Decrease | -100.00% | -5.87K shares | -346K | $63.27 | 0 |
| Q2 2020 | share | Increase | 0.00% | 5.87K shares | 346K | $58.15 | 5.87K |