KESTRA PRIVATE WEALTH SERVICES, LLC – iShares MSCI KLD 400 Social ETF Transaction History
KESTRA PRIVATE WEALTH SERVICES, LLC portfolio value:
$2.13M
portfolio value
KESTRA PRIVATE WEALTH SERVICES, 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 | +4.14% | 1.26K shares | -66K | $66.97 | 31.83K |
| Q2 2022 | share | Increase | +5.71% | 1.65K shares | -307K | $71.9 | 30.56K |
| Q1 2022 | share | Increase | +43.85% | 8.81K shares | 637K | $86.62 | 28.91K |
| Q4 2021 | share | Increase | +25.48% | 4.08K shares | 535K | $93.1 | 20.10K |
| Q3 2021 | share | Increase | +106.02% | 8.24K shares | 689K | $83.21 | 16.02K |
| Q2 2021 | share | Increase | 0.00% | 7.77K shares | 644K | $82.59 | 7.77K |