CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC – iShares MSCI KLD 400 Social ETF Transaction History
CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC portfolio value:
$511,000
portfolio value
CLEAR PERSPECTIVES FINANCIAL PLANNING, 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 | 0.00% | 0 shares | -38K | $66.97 | 7.63K | |
| Q2 2022 | share | Decrease | -49.92% | -7.61K shares | -771K | $71.9 | 7.63K |
| Q1 2022 | share | Increase | +2.58% | 384 shares | -61K | $86.62 | 15.24K |
| Q4 2021 | share | Increase | +14.88% | 1.92K shares | 305K | $93.1 | 14.86K |
| Q3 2021 | share | Increase | +0.98% | 125 shares | 15K | $83.21 | 12.93K |
| Q2 2021 | share | Increase | +9.92% | 1.15K shares | 171K | $82.59 | 12.81K |
| Q1 2021 | share | 0.00% | 0 shares | 56K | $75.98 | 11.65K | |
| Q4 2020 | share | Increase | 0.00% | 11.65K shares | 834K | $70.97 | 11.65K |