PEAK FINANCIAL MANAGEMENT, INC. – iShares MSCI USA ESG Select ETF Transaction History
PEAK FINANCIAL MANAGEMENT, INC. portfolio value:
$281,000
portfolio value
PEAK FINANCIAL MANAGEMENT, INC. quarter portfolio value change:
-5.92%
quarter
iShares MSCI USA ESG Select ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.72% | -27 shares | -20K | $75.91 | 3.70K |
| Q2 2022 | share | 0.00% | 0 shares | -60K | $80.69 | 3.73K | |
| Q1 2022 | share | Increase | +7.96% | 275 shares | -6K | $96.84 | 3.73K |
| Q4 2021 | share | Increase | +6.14% | 200 shares | 55K | $106.41 | 3.45K |
| Q3 2021 | share | Increase | +8.68% | 260 shares | 26K | $95.95 | 3.25K |
| Q2 2021 | share | Decrease | -7.99% | -260 shares | 0 | $95.24 | 2.99K |
| Q1 2021 | share | 0.00% | 0 shares | 18K | $87.37 | 3.25K | |
| Q4 2020 | share | Increase | 0.00% | 3.25K shares | 268K | $81.68 | 3.25K |