PERENNIAL INVESTMENT ADVISORS, LLC – iShares MSCI KLD 400 Social ETF Transaction History
PERENNIAL INVESTMENT ADVISORS, LLC portfolio value:
$204,000
portfolio value
PERENNIAL INVESTMENT ADVISORS, 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 | Increase | +0.96% | 29 shares | -12K | $66.97 | 3.03K |
| Q2 2022 | share | Increase | +2.03% | 60 shares | -38K | $71.9 | 3.01K |
| Q1 2022 | share | Increase | +2.43% | 70 shares | -12K | $86.62 | 2.95K |
| Q4 2021 | share | Increase | +1.37% | 39 shares | 31K | $93.1 | 2.88K |
| Q3 2021 | share | Increase | +0.82% | 23 shares | 2K | $83.21 | 2.84K |
| Q2 2021 | share | Increase | +1.62% | 45 shares | 21K | $82.59 | 2.81K |
| Q1 2021 | share | Increase | 0.00% | 2.77K shares | 212K | $75.98 | 2.77K |