WEALTHSOURCE PARTNERS, LLC – iShares ESG Advanced MSCI USA ETF Transaction History
WEALTHSOURCE PARTNERS, LLC portfolio value:
$1.68M
portfolio value
WEALTHSOURCE PARTNERS, LLC quarter portfolio value change:
-6.19%
quarter
iShares ESG Advanced MSCI USA ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.34% | 203 shares | -105K | $28.02 | 59.99K |
| Q2 2022 | share | Decrease | -37.06% | -35.21K shares | -1.60M | $29.87 | 59.78K |
| Q1 2022 | share | Increase | +4.72% | 4.28K shares | -187K | $35.69 | 95.00K |
| Q4 2021 | share | Increase | +1.24% | 1.11K shares | 341K | $39.45 | 90.72K |
| Q3 2021 | share | Increase | +70.00% | 36.89K shares | 1.32M | $36.12 | 89.60K |
| Q2 2021 | share | Increase | +24.54% | 10.38K shares | 510K | $36.21 | 52.71K |
| Q1 2021 | share | Increase | +35.71% | 11.13K shares | 428K | $33.03 | 42.32K |
| Q4 2020 | share | Increase | 0.00% | 31.18K shares | 976K | $31.11 | 31.18K |