WESCOTT FINANCIAL ADVISORY GROUP, LLC – iShares MSCI USA ESG Select ETF Transaction History
WESCOTT FINANCIAL ADVISORY GROUP, LLC portfolio value:
$563,000
portfolio value
WESCOTT FINANCIAL ADVISORY GROUP, 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 | +3.46% | 248 shares | -15K | $75.91 | 7.41K |
| Q2 2022 | share | Increase | +25.03% | 1.43K shares | 23K | $80.69 | 7.16K |
| Q1 2022 | share | Decrease | -3.40% | -202 shares | -75K | $96.84 | 5.73K |
| Q4 2021 | share | Increase | +17.67% | 891 shares | 146K | $106.41 | 5.93K |
| Q3 2021 | share | Increase | +12.57% | 563 shares | 45K | $95.95 | 5.04K |
| Q2 2021 | share | Increase | +15.40% | 598 shares | 98K | $95.24 | 4.48K |
| Q1 2021 | share | Increase | +16.30% | 544 shares | 66K | $87.37 | 3.88K |
| Q4 2020 | share | Increase | 0.00% | 3.33K shares | 275K | $81.68 | 3.33K |