OPAL WEALTH ADVISORS, LLC – iShares MSCI USA ESG Select ETF Transaction History
OPAL WEALTH ADVISORS, LLC portfolio value:
$268,000
portfolio value
OPAL WEALTH ADVISORS, 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 | Decrease | -43.39% | -2.70K shares | -235K | $75.91 | 3.52K |
| Q2 2022 | share | Decrease | -1.72% | -109 shares | -111K | $80.69 | 6.23K |
| Q1 2022 | share | Decrease | -12.27% | -887 shares | -154K | $96.84 | 6.34K |
| Q4 2021 | share | Increase | +12.16% | 784 shares | 150K | $106.41 | 7.23K |
| Q3 2021 | share | Increase | +6.90% | 416 shares | 42K | $95.95 | 6.44K |
| Q2 2021 | share | Decrease | -3.29% | -205 shares | 28K | $95.24 | 6.03K |
| Q1 2021 | share | Increase | +4.58% | 273 shares | 57K | $87.37 | 6.23K |
| Q4 2020 | share | Increase | 0.00% | 5.96K shares | 491K | $81.68 | 5.96K |