LAUREL WEALTH PLANNING LLC – iShares MSCI KLD 400 Social ETF Transaction History
LAUREL WEALTH PLANNING LLC portfolio value:
$4.48M
portfolio value
LAUREL WEALTH 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 | Decrease | -1.67% | -1.13K shares | -411K | $66.97 | 66.90K |
| Q2 2022 | share | Decrease | -6.60% | -4.81K shares | -1.41M | $71.9 | 68.04K |
| Q1 2022 | share | Decrease | -33.90% | -37.35K shares | -3.93M | $86.62 | 72.85K |
| Q4 2021 | share | Decrease | -12.89% | -16.30K shares | -287K | $93.1 | 110.21K |
| Q3 2021 | share | Increase | +13.71% | 15.25K shares | 1.31M | $83.21 | 126.52K |
| Q2 2021 | share | Increase | +8.93% | 9.11K shares | 1.41M | $82.59 | 111.26K |
| Q1 2021 | share | Decrease | -6.03% | -6.55K shares | 24K | $75.98 | 102.14K |
| Q4 2020 | share | Increase | 0.00% | 108.7K shares | 7.77M | $70.97 | 108.7K |