MASCOMA WEALTH MANAGEMENT LLC – iShares ESG Aware Growth Allocation ETF Transaction History
MASCOMA WEALTH MANAGEMENT LLC portfolio value:
$82,000
portfolio value
MASCOMA WEALTH MANAGEMENT LLC quarter portfolio value change:
-6.67%
quarter
iShares ESG Aware Growth Allocation ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.65% | 117 shares | -3K | $24.63 | 3.32K |
| Q2 2022 | share | Decrease | -0.16% | -5 shares | -11K | $26.39 | 3.20K |
| Q1 2022 | share | Decrease | -7.14% | -247 shares | -14K | $29.8 | 3.21K |
| Q4 2021 | share | Increase | +16.43% | 488 shares | 18K | $31.75 | 3.45K |
| Q3 2021 | share | Increase | 0.00% | 2.97K shares | 92K | $30.74 | 2.97K |
| Q1 2021 | share | Increase | 0.00% | 2.88K shares | 86K | $29.5 | 2.88K |