PRINCIPLE WEALTH PARTNERS LLC – iShares MSCI KLD 400 Social ETF Transaction History
PRINCIPLE WEALTH PARTNERS LLC portfolio value:
$555,000
portfolio value
PRINCIPLE WEALTH PARTNERS 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 | 0.00% | 0 shares | -41K | $66.97 | 8.29K | |
| Q2 2022 | share | 0.00% | 0 shares | -122K | $71.9 | 8.29K | |
| Q1 2022 | share | Increase | +1.42% | 116 shares | -42K | $86.62 | 8.29K |
| Q4 2021 | share | Decrease | -2.97% | -250 shares | 59K | $93.1 | 8.17K |
| Q3 2021 | share | 0.00% | 0 shares | 3K | $83.21 | 8.42K | |
| Q2 2021 | share | Increase | +6.96% | 548 shares | 96K | $82.59 | 8.42K |
| Q1 2021 | share | Increase | +75.21% | 3.38K shares | 280K | $75.98 | 7.87K |
| Q4 2020 | share | Increase | 0.00% | 4.49K shares | 322K | $70.97 | 4.49K |