ACCURATE WEALTH MANAGEMENT, LLC – iShares ESG Aware MSCI USA ETF Transaction History
ACCURATE WEALTH MANAGEMENT, LLC portfolio value:
$415,000
portfolio value
ACCURATE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.35%
quarter
iShares ESG Aware MSCI USA ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +87.58% | 2.38K shares | 179K | $79.41 | 5.10K |
| Q2 2022 | share | Increase | +4.29% | 112 shares | -29K | $83.9 | 2.72K |
| Q1 2022 | share | Increase | +25.66% | 533 shares | 54K | $101.35 | 2.61K |
| Q4 2021 | share | 0.00% | 0 shares | 0 | $108.23 | 2.07K | |
| Q3 2021 | share | Decrease | -5.59% | -123 shares | -6K | $98.46 | 2.07K |
| Q2 2021 | share | Increase | 0.00% | 2.2K shares | 217K | $98.16 | 2.2K |