CONCORD WEALTH PARTNERS – iShares MSCI KLD 400 Social ETF Transaction History
CONCORD WEALTH PARTNERS portfolio value:
$2.54M
portfolio value
CONCORD WEALTH PARTNERS 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 | +0.87% | 329 shares | -164K | $66.97 | 38.04K |
| Q2 2022 | share | Increase | +11.00% | 3.73K shares | -231K | $71.9 | 37.71K |
| Q1 2022 | share | Increase | +15.49% | 4.55K shares | 209K | $86.62 | 33.97K |
| Q4 2021 | share | Increase | +46.52% | 9.34K shares | 1.06M | $93.1 | 29.42K |
| Q3 2021 | share | Decrease | -8.89% | -1.95K shares | -154K | $83.21 | 20.08K |
| Q2 2021 | share | Increase | +22.64% | 4.06K shares | 453K | $82.59 | 22.03K |
| Q1 2021 | share | Decrease | -6.80% | -1.31K shares | -7K | $75.98 | 17.97K |
| Q4 2020 | share | Increase | 0.00% | 19.28K shares | 1.37M | $70.97 | 19.28K |