OPAL WEALTH ADVISORS, LLC – iShares ESG Aware MSCI USA Small-Cap ETF Transaction History
OPAL WEALTH ADVISORS, LLC portfolio value:
$309,000
portfolio value
OPAL WEALTH ADVISORS, LLC quarter portfolio value change:
-2.63%
quarter
iShares ESG Aware MSCI USA Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.61% | 61 shares | -7K | $30.67 | 10.09K |
| Q2 2022 | share | Decrease | -1.22% | -124 shares | -70K | $31.5 | 10.03K |
| Q1 2022 | share | Increase | +19.40% | 1.65K shares | 43K | $38.04 | 10.15K |
| Q4 2021 | share | Increase | +18.13% | 1.30K shares | 62K | $40.38 | 8.50K |
| Q3 2021 | share | Increase | +16.04% | 995 shares | 31K | $39.01 | 7.19K |
| Q2 2021 | share | Decrease | -16.06% | -1.18K shares | -35K | $40.25 | 6.20K |
| Q1 2021 | share | Decrease | -0.62% | -46 shares | 31K | $38.36 | 7.39K |
| Q4 2020 | share | Increase | 0.00% | 7.43K shares | 254K | $33.88 | 7.43K |