VENTURI WEALTH MANAGEMENT, LLC – iShares MSCI KLD 400 Social ETF Transaction History
VENTURI WEALTH MANAGEMENT, LLC portfolio value:
$361,000
portfolio value
VENTURI 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 | Decrease | -0.63% | -34 shares | -29K | $66.97 | 5.38K |
| Q2 2022 | share | Increase | 0.00% | 5.41K shares | 390K | $71.9 | 5.41K |