SUGARLOAF WEALTH MANAGEMENT, LLC – iShares MSCI KLD 400 Social ETF Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$168,000
portfolio value
SUGARLOAF 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 | Increase | +3.85% | 93 shares | -6K | $66.97 | 2.50K |
| Q2 2022 | share | 0.00% | 0 shares | -35K | $71.9 | 2.41K | |
| Q1 2022 | share | 0.00% | 0 shares | -15K | $86.62 | 2.41K | |
| Q4 2021 | share | 0.00% | 0 shares | 23K | $93.1 | 2.41K | |
| Q3 2021 | share | 0.00% | 0 shares | 1K | $83.21 | 2.41K | |
| Q2 2021 | share | Increase | +1946.61% | 2.29K shares | 33K | $82.59 | 2.41K |
| Q1 2021 | share | Decrease | -94.62% | -2.07K shares | 10K | $75.98 | 118 |
| Q4 2020 | share | Increase | 0.00% | 2.19K shares | 157K | $70.97 | 2.19K |