WEST FINANCIAL ADVISORS, LLC – iShares MSCI KLD 400 Social ETF Transaction History
WEST FINANCIAL ADVISORS, LLC portfolio value:
$439,000
portfolio value
WEST FINANCIAL ADVISORS, 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 | Increase | +1.69% | 109 shares | -25K | $66.97 | 6.55K |
| Q2 2022 | share | 0.00% | 0 shares | -95K | $71.9 | 6.45K | |
| Q1 2022 | share | Increase | +0.23% | 15 shares | -39K | $86.62 | 6.45K |
| Q4 2021 | share | Decrease | -4.04% | -271 shares | 40K | $93.1 | 6.43K |
| Q3 2021 | share | Increase | +19.99% | 1.11K shares | 95K | $83.21 | 6.70K |
| Q2 2021 | share | Increase | +22.65% | 1.03K shares | 115K | $82.59 | 5.58K |
| Q1 2021 | share | 0.00% | 0 shares | 22K | $75.98 | 4.55K | |
| Q4 2020 | share | Increase | 0.00% | 4.55K shares | 326K | $70.97 | 4.55K |