TRADITION WEALTH MANAGEMENT, LLC – iShares MSCI Global Impact ETF Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$384,000
portfolio value
TRADITION WEALTH MANAGEMENT, LLC quarter portfolio value change:
-11.28%
quarter
iShares MSCI Global Impact ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Increase | +2.03% | 108 shares | -40K | $70.87 | 5.42K |
Q2 2022 | share | Increase | +0.28% | 15 shares | -28K | $79.88 | 5.31K |
Q1 2022 | share | Increase | +26.63% | 1.11K shares | 72K | $85.3 | 5.29K |
Q4 2021 | share | Increase | +532.83% | 3.52K shares | 316K | $90.73 | 4.18K |
Q3 2021 | share | Increase | +31.67% | 159 shares | 14K | $96.06 | 661 |
Q2 2021 | share | Increase | 0.00% | 502 shares | 50K | $99.37 | 502 |