CONCORD WEALTH PARTNERS – iShares ESG Aware MSCI USA Small-Cap ETF Transaction History
CONCORD WEALTH PARTNERS portfolio value:
$569,000
portfolio value
CONCORD WEALTH PARTNERS quarter portfolio value change:
-2.63%
quarter
iShares ESG Aware MSCI USA Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.03% | -984 shares | -47K | $30.67 | 18.56K |
| Q2 2022 | share | Increase | +18.81% | 3.09K shares | -10K | $31.5 | 19.54K |
| Q1 2022 | share | Increase | +22.58% | 3.03K shares | 85K | $38.04 | 16.45K |
| Q4 2021 | share | Increase | +69.47% | 5.50K shares | 232K | $40.38 | 13.42K |
| Q3 2021 | share | Increase | +84.55% | 3.62K shares | 136K | $39.01 | 7.91K |
| Q2 2021 | share | Increase | 0.00% | 4.29K shares | 173K | $40.25 | 4.29K |