SOUND VIEW WEALTH ADVISORS GROUP, LLC – iShares ESG Screened S&P Mid-Cap ETF Transaction History
SOUND VIEW WEALTH ADVISORS GROUP, LLC portfolio value:
$258,000
portfolio value
SOUND VIEW WEALTH ADVISORS GROUP, LLC quarter portfolio value change:
-2.79%
quarter
iShares ESG Screened S&P Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -8K | $29.73 | 8.68K | |
| Q2 2022 | share | 0.00% | 0 shares | -52K | $30.58 | 8.68K | |
| Q1 2022 | share | Increase | +18.98% | 1.38K shares | 34K | $36.57 | 8.68K |
| Q4 2021 | share | Increase | +17.03% | 1.06K shares | 59K | $38.81 | 7.29K |
| Q3 2021 | share | Increase | +9.75% | 554 shares | 14K | $36.14 | 6.23K |
| Q2 2021 | share | Increase | 0.00% | 5.68K shares | 211K | $36.96 | 5.68K |