CLEARVIEW WEALTH ADVISORS LLC – iShares MSCI KLD 400 Social ETF Transaction History
CLEARVIEW WEALTH ADVISORS LLC portfolio value:
$48,000
portfolio value
CLEARVIEW WEALTH 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 | +19.80% | 119 shares | 5K | $66.97 | 720 |
| Q2 2022 | share | Increase | +680.52% | 524 shares | 36K | $71.9 | 601 |
| Q1 2022 | share | Increase | +1000.00% | 70 shares | 6K | $86.62 | 77 |
| Q4 2021 | share | Increase | 0.00% | 7 shares | 1K | $93.1 | 7 |
| Q3 2021 | share | Decrease | -100.00% | -50 shares | -4K | $83.21 | 0 |
| Q2 2021 | share | Decrease | -62.96% | -85 shares | -6K | $82.59 | 50 |
| Q1 2021 | share | Decrease | -8.78% | -13 shares | -1K | $75.98 | 135 |
| Q4 2020 | share | Increase | 0.00% | 148 shares | 11K | $70.97 | 148 |