PEAK FINANCIAL MANAGEMENT, INC. – iShares ESG Aware MSCI USA ETF Transaction History
PEAK FINANCIAL MANAGEMENT, INC. portfolio value:
$289,000
portfolio value
PEAK FINANCIAL MANAGEMENT, INC. quarter portfolio value change:
-5.35%
quarter
iShares ESG Aware MSCI USA ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -2.36% | -88 shares | -24K | $79.41 | 3.63K |
Q2 2022 | share | Increase | +13.91% | 455 shares | -18K | $83.9 | 3.72K |
Q1 2022 | share | Increase | +29.56% | 746 shares | 59K | $101.35 | 3.27K |
Q4 2021 | share | Increase | +10.31% | 236 shares | 47K | $108.23 | 2.52K |
Q3 2021 | share | Increase | 0.00% | 2.28K shares | 225K | $98.46 | 2.28K |