ATLANTIC PRIVATE WEALTH, LLC – iShares ESG Screened S&P 500 ETF Transaction History
ATLANTIC PRIVATE WEALTH, LLC portfolio value:
$2.13M
portfolio value
ATLANTIC PRIVATE WEALTH, LLC quarter portfolio value change:
-5.49%
quarter
iShares ESG Screened S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -123K | $26.83 | 79.37K | |
| Q2 2022 | share | Increase | +68.36% | 32.22K shares | 633K | $28.39 | 79.37K |
| Q1 2022 | share | 0.00% | 0 shares | -112K | $34.37 | 47.14K | |
| Q4 2021 | share | Increase | 0.00% | 47.14K shares | 1.73M | $36.85 | 47.14K |