WILLOW CREEK WEALTH MANAGEMENT INC. – iShares MSCI KLD 400 Social ETF Transaction History
WILLOW CREEK WEALTH MANAGEMENT INC. portfolio value:
$507,000
portfolio value
WILLOW CREEK WEALTH MANAGEMENT INC. 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 | 0.00% | 0 shares | -37K | $66.97 | 7.56K | |
| Q2 2022 | share | 0.00% | 0 shares | -111K | $71.9 | 7.56K | |
| Q1 2022 | share | 0.00% | 0 shares | -48K | $86.62 | 7.56K | |
| Q4 2021 | share | Decrease | -1.20% | -92 shares | 66K | $93.1 | 7.56K |
| Q3 2021 | share | 0.00% | 0 shares | 3K | $83.21 | 7.65K | |
| Q2 2021 | share | Decrease | -0.70% | -54 shares | 45K | $82.59 | 7.65K |
| Q1 2021 | share | Decrease | -2.43% | -192 shares | 24K | $75.98 | 7.71K |
| Q4 2020 | share | 0.00% | 0 shares | 59K | $70.97 | 7.90K | |
| Q3 2020 | share | Decrease | -6.46% | -546 shares | 7K | $63.27 | 7.90K |
| Q2 2020 | share | Decrease | -0.19% | -16 shares | 87K | $58.15 | 8.44K |
| Q1 2020 | share | Decrease | -4.19% | -370 shares | -119K | $47.84 | 8.46K |
| Q4 2019 | share | 0.00% | 0 shares | 41K | $58.68 | 8.83K | |
| Q3 2019 | share | Decrease | -0.56% | -50 shares | 4K | $53.97 | 8.83K |
| Q2 2019 | share | Increase | 0.00% | 8.88K shares | 486K | $53.01 | 8.88K |