EVERSOURCE WEALTH ADVISORS, LLC – iShares MSCI KLD 400 Social ETF Transaction History
EVERSOURCE WEALTH ADVISORS, LLC portfolio value:
$283,000
portfolio value
EVERSOURCE WEALTH ADVISORS, LLC 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 | Decrease | -3.54% | -155 shares | -32K | $66.97 | 4.22K |
| Q2 2022 | share | Increase | +24.89% | 872 shares | 12K | $71.9 | 4.37K |
| Q1 2022 | share | Increase | +78.68% | 1.54K shares | 121K | $86.62 | 3.50K |
| Q4 2021 | share | Increase | 0.00% | 1.96K shares | 182K | $93.1 | 1.96K |