SOA WEALTH ADVISORS, LLC. – iShares MSCI KLD 400 Social ETF Transaction History
SOA WEALTH ADVISORS, LLC. portfolio value:
$4.76M
portfolio value
SOA WEALTH 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 | +3.98% | 2.72K shares | -155K | $66.97 | 71.08K |
| Q2 2022 | share | Decrease | -7.64% | -5.65K shares | -1.49M | $71.9 | 68.36K |
| Q1 2022 | share | Increase | +0.09% | 63 shares | -473K | $86.62 | 74.01K |
| Q4 2021 | share | Increase | +0.31% | 232 shares | 750K | $93.1 | 73.95K |
| Q3 2021 | share | Decrease | -3.30% | -2.51K shares | -180K | $83.21 | 73.71K |
| Q2 2021 | share | Decrease | -8.22% | -6.82K shares | -28K | $82.59 | 76.23K |
| Q1 2021 | share | Decrease | -0.42% | -347 shares | 88K | $75.98 | 83.06K |
| Q4 2020 | share | Increase | 0.00% | 83.40K shares | 6.25M | $70.97 | 83.40K |