HORST & GRABEN WEALTH MANAGEMENT LLC – iShares MSCI KLD 400 Social ETF Transaction History
HORST & GRABEN WEALTH MANAGEMENT LLC portfolio value:
$2.27M
portfolio value
HORST & GRABEN WEALTH MANAGEMENT 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 | +4.27% | 1.38K shares | -67K | $66.97 | 33.89K |
| Q2 2022 | share | Increase | +333.35% | 25.00K shares | 1.68M | $71.9 | 32.51K |
| Q1 2022 | share | Increase | 0.00% | 7.50K shares | 650K | $86.62 | 7.50K |
| Q3 2021 | share | Decrease | -100.00% | -7.89K shares | -654K | $83.21 | 0 |
| Q2 2021 | share | Decrease | -34.97% | -4.24K shares | -273K | $82.59 | 7.89K |
| Q1 2021 | share | Decrease | -17.20% | -2.52K shares | -122K | $75.98 | 12.13K |
| Q4 2020 | share | Increase | +10.14% | 1.34K shares | 198K | $70.97 | 14.65K |
| Q3 2020 | share | Increase | 0.00% | 13.31K shares | 851K | $63.27 | 13.31K |