TRADITION WEALTH MANAGEMENT, LLC – iShares MSCI USA ESG Select ETF Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$335,000
portfolio value
TRADITION WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.92%
quarter
iShares MSCI USA ESG Select ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.39% | 103 shares | -13K | $75.91 | 4.41K |
| Q2 2022 | share | Increase | +3.16% | 132 shares | -57K | $80.69 | 4.31K |
| Q1 2022 | share | Increase | +19.54% | 683 shares | 34K | $96.84 | 4.17K |
| Q4 2021 | share | Increase | +383.40% | 2.77K shares | 302K | $106.41 | 3.49K |
| Q3 2021 | share | Increase | +23.38% | 137 shares | 13K | $95.95 | 723 |
| Q2 2021 | share | Increase | +343.94% | 454 shares | 44K | $95.24 | 586 |
| Q1 2021 | share | 0.00% | 0 shares | 1K | $87.37 | 132 | |
| Q4 2020 | share | Increase | 0.00% | 132 shares | 11K | $81.68 | 132 |