DOUGHERTY WEALTH ADVISERS LLC – iShares MSCI KLD 400 Social ETF Transaction History
DOUGHERTY WEALTH ADVISERS LLC portfolio value:
$18,000
portfolio value
DOUGHERTY WEALTH ADVISERS 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 | -2K | $66.97 | 274 | |
| Q2 2022 | share | 0.00% | 0 shares | -4K | $71.9 | 274 | |
| Q1 2022 | share | 0.00% | 0 shares | -1K | $86.62 | 274 | |
| Q4 2021 | share | Decrease | -8.97% | -27 shares | 0 | $93.1 | 274 |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $83.21 | 301 | |
| Q2 2021 | share | Decrease | -0.99% | -3 shares | 2K | $82.59 | 301 |
| Q1 2021 | share | 0.00% | 0 shares | 1K | $75.98 | 304 | |
| Q4 2020 | share | 0.00% | 0 shares | 3K | $70.97 | 304 | |
| Q3 2020 | share | 0.00% | 0 shares | 1K | $63.27 | 304 | |
| Q2 2020 | share | 0.00% | 0 shares | 3K | $58.15 | 304 | |
| Q1 2020 | share | Decrease | -10.06% | -34 shares | -5K | $47.84 | 304 |
| Q4 2019 | share | 0.00% | 0 shares | 1K | $58.68 | 338 | |
| Q3 2019 | share | Increase | +12.67% | 38 shares | 3K | $53.97 | 338 |
| Q2 2019 | share | Increase | 0.00% | 300 shares | 16K | $53.01 | 300 |