ATLANTIC PRIVATE WEALTH, LLC – iShares ESG Screened S&P Small-Cap ETF Transaction History
ATLANTIC PRIVATE WEALTH, LLC portfolio value:
$452,000
portfolio value
ATLANTIC PRIVATE WEALTH, LLC quarter portfolio value change:
-5.41%
quarter
iShares ESG Screened S&P Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -26K | $30.67 | 14.74K | |
| Q2 2022 | share | Increase | +72.39% | 6.19K shares | 154K | $32.42 | 14.74K |
| Q1 2022 | share | 0.00% | 0 shares | -24K | $37.87 | 8.55K | |
| Q4 2021 | share | Increase | 0.00% | 8.55K shares | 348K | $40.73 | 8.55K |