PROSPERITY PLANNING, INC. – iShares ESG Aware MSCI USA ETF Transaction History
PROSPERITY PLANNING, INC. portfolio value:
$403,000
portfolio value
PROSPERITY PLANNING, INC. quarter portfolio value change:
-5.35%
quarter
iShares ESG Aware MSCI USA ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -10.02% | -565 shares | -40K | $79.41 | 5.07K |
| Q2 2022 | share | 0.00% | 0 shares | -137K | $83.9 | 5.64K | |
| Q1 2022 | share | 0.00% | 0 shares | -29K | $101.35 | 5.64K | |
| Q4 2021 | share | Decrease | -21.65% | -1.55K shares | -100K | $108.23 | 5.64K |
| Q3 2021 | share | Increase | +7.64% | 511 shares | 50K | $98.46 | 7.2K |
| Q2 2021 | share | Decrease | -1.70% | -116 shares | 41K | $98.16 | 6.68K |
| Q1 2021 | share | Decrease | -9.71% | -732 shares | -30K | $90.36 | 6.80K |
| Q4 2020 | share | Increase | 0.00% | 7.53K shares | 648K | $85.28 | 7.53K |