PEAK FINANCIAL MANAGEMENT, INC. – iShares MSCI KLD 400 Social ETF Transaction History
PEAK FINANCIAL MANAGEMENT, INC. portfolio value:
$376,000
portfolio value
PEAK FINANCIAL 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 | Increase | +7.34% | 384 shares | 0 | $66.97 | 5.61K |
| Q2 2022 | share | Increase | +34.11% | 1.33K shares | 38K | $71.9 | 5.22K |
| Q1 2022 | share | Increase | +6.41% | 235 shares | -2K | $86.62 | 3.89K |
| Q4 2021 | share | Decrease | -6.55% | -257 shares | 14K | $93.1 | 3.66K |
| Q3 2021 | share | Increase | +7.25% | 265 shares | 23K | $83.21 | 3.92K |
| Q2 2021 | share | Decrease | -6.33% | -247 shares | 5K | $82.59 | 3.65K |
| Q1 2021 | share | Increase | +1.43% | 55 shares | 23K | $75.98 | 3.90K |
| Q4 2020 | share | Increase | +1.05% | 40 shares | 31K | $70.97 | 3.84K |
| Q3 2020 | share | Increase | 0.00% | 3.80K shares | 244K | $63.27 | 3.80K |