SOUND VIEW WEALTH ADVISORS GROUP, LLC – iShares MSCI USA ESG Select ETF Transaction History
SOUND VIEW WEALTH ADVISORS GROUP, LLC portfolio value:
$445,000
portfolio value
SOUND VIEW WEALTH ADVISORS GROUP, LLC quarter portfolio value change:
-5.92%
quarter
iShares MSCI USA ESG Select ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -28K | $75.91 | 5.86K | |
| Q2 2022 | share | 0.00% | 0 shares | -95K | $80.69 | 5.86K | |
| Q1 2022 | share | Increase | +17.64% | 879 shares | 39K | $96.84 | 5.86K |
| Q4 2021 | share | Increase | +15.32% | 662 shares | 114K | $106.41 | 4.98K |
| Q3 2021 | share | Increase | +8.82% | 350 shares | 36K | $95.95 | 4.32K |
| Q2 2021 | share | Increase | +17.66% | 596 shares | 83K | $95.24 | 3.97K |
| Q1 2021 | share | Increase | +4.14% | 134 shares | 29K | $87.37 | 3.37K |
| Q4 2020 | share | Increase | +2.66% | 84 shares | 35K | $81.68 | 3.24K |
| Q3 2020 | share | Increase | +1.09% | 34 shares | 23K | $72.71 | 3.15K |
| Q2 2020 | share | Increase | 0.00% | 3.12K shares | 209K | $65.88 | 3.12K |