TRIAGEN WEALTH MANAGEMENT LLC – iShares MSCI USA ESG Select ETF Transaction History
TRIAGEN WEALTH MANAGEMENT LLC portfolio value:
$366,000
portfolio value
TRIAGEN 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 | +3.67% | 171 shares | -10K | $75.91 | 4.82K |
| Q2 2022 | share | Increase | +2.37% | 108 shares | -64K | $80.69 | 4.65K |
| Q1 2022 | share | Decrease | -21.12% | -1.21K shares | -173K | $96.84 | 4.54K |
| Q4 2021 | share | Decrease | -0.24% | -14 shares | 58K | $106.41 | 5.76K |
| Q3 2021 | share | Increase | +0.02% | 1 shares | -13K | $95.95 | 5.78K |
| Q2 2021 | share | Increase | +1.23% | 70 shares | 67K | $95.24 | 5.77K |
| Q1 2021 | share | 0.00% | 0 shares | 31K | $87.37 | 5.70K | |
| Q4 2020 | share | Increase | 0.00% | 5.70K shares | 470K | $81.68 | 5.70K |