RKL WEALTH MANAGEMENT LLC – iShares ESG Aware MSCI USA ETF Transaction History
RKL WEALTH MANAGEMENT LLC portfolio value:
$351,000
portfolio value
RKL WEALTH MANAGEMENT LLC quarter portfolio value change:
-5.35%
quarter
iShares ESG Aware MSCI USA ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.72% | -32 shares | -23K | $79.41 | 4.42K |
| Q2 2022 | share | Increase | +0.32% | 14 shares | -76K | $83.9 | 4.45K |
| Q1 2022 | share | Increase | +24.34% | 870 shares | 64K | $101.35 | 4.44K |
| Q4 2021 | share | Decrease | -2.70% | -99 shares | 24K | $108.23 | 3.57K |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $98.46 | 3.67K | |
| Q2 2021 | share | Increase | +1.46% | 53 shares | 33K | $98.16 | 3.67K |
| Q1 2021 | share | 0.00% | 0 shares | 18K | $90.36 | 3.62K | |
| Q4 2020 | share | Increase | +0.36% | 13 shares | 36K | $85.28 | 3.62K |
| Q3 2020 | share | Increase | +0.36% | 13 shares | 23K | $75.29 | 3.60K |
| Q2 2020 | share | Increase | +0.59% | 21 shares | 47K | $68.88 | 3.59K |
| Q1 2020 | share | Increase | 0.00% | 3.57K shares | 205K | $56.37 | 3.57K |