SAX WEALTH ADVISORS, LLC – iShares MSCI USA ESG Select ETF Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$510,000
portfolio value
SAX 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 | 0.00% | 0 shares | -32K | $75.91 | 6.72K | |
| Q2 2022 | share | 0.00% | 0 shares | -109K | $80.69 | 6.72K | |
| Q1 2022 | share | Increase | +2.52% | 165 shares | -46K | $96.84 | 6.72K |
| Q4 2021 | share | Increase | +1.39% | 90 shares | 77K | $106.41 | 6.55K |
| Q3 2021 | share | Increase | +0.15% | 10 shares | 3K | $95.95 | 6.46K |
| Q2 2021 | share | Increase | +11.21% | 651 shares | 107K | $95.24 | 6.45K |
| Q1 2021 | share | Increase | 0.00% | 5.80K shares | 510K | $87.37 | 5.80K |