SUCCESSFUL PORTFOLIOS LLC – iShares ESG Aware MSCI USA ETF Transaction History
SUCCESSFUL PORTFOLIOS LLC portfolio value:
$1.08M
portfolio value
SUCCESSFUL PORTFOLIOS LLC 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 | -4.49% | -640 shares | -115K | $79.41 | 13.61K |
| Q2 2022 | share | Decrease | -2.15% | -314 shares | -281K | $83.9 | 14.25K |
| Q1 2022 | share | Decrease | -29.72% | -6.16K shares | -761K | $101.35 | 14.57K |
| Q4 2021 | share | Increase | +1.15% | 236 shares | 219K | $108.23 | 20.73K |
| Q3 2021 | share | Decrease | -3.02% | -639 shares | -63K | $98.46 | 20.50K |
| Q2 2021 | share | Decrease | -1.86% | -400 shares | 125K | $98.16 | 21.14K |
| Q1 2021 | share | Decrease | -9.87% | -2.36K shares | -99K | $90.36 | 21.54K |
| Q4 2020 | share | Increase | +37.72% | 6.54K shares | 733K | $85.28 | 23.9K |
| Q3 2020 | share | Decrease | -9.44% | -1.81K shares | -18K | $75.29 | 17.35K |
| Q2 2020 | share | Increase | +100.50% | 9.60K shares | 792K | $68.88 | 19.16K |
| Q1 2020 | share | Increase | 0.00% | 9.55K shares | 549K | $56.37 | 9.55K |