BIGSUR WEALTH MANAGEMENT LLC – iShares MSCI KLD 400 Social ETF Transaction History
BIGSUR WEALTH MANAGEMENT LLC portfolio value:
$2.67M
portfolio value
BIGSUR WEALTH MANAGEMENT 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 | 0.00% | 0 shares | -197K | $66.97 | 40K | |
| Q2 2022 | share | 0.00% | 0 shares | -589K | $71.9 | 40K | |
| Q1 2022 | share | 0.00% | 0 shares | -252K | $86.62 | 40K | |
| Q4 2021 | share | 0.00% | 0 shares | 389K | $93.1 | 40K | |
| Q3 2021 | share | 0.00% | 0 shares | 15K | $83.21 | 40K | |
| Q2 2021 | share | 0.00% | 0 shares | 259K | $82.59 | 40K | |
| Q1 2021 | share | 0.00% | 0 shares | 192K | $75.98 | 40K | |
| Q4 2020 | share | 0.00% | 0 shares | 303K | $70.97 | 40K | |
| Q3 2020 | share | 0.00% | 0 shares | 199K | $63.27 | 40K | |
| Q2 2020 | share | Increase | 0.00% | 40K shares | 2.36M | $58.15 | 40K |