CAPASSO PLANNING PARTNERS LLC – iShares ESG Aware MSCI USA ETF Transaction History
CAPASSO PLANNING PARTNERS LLC portfolio value:
$530,000
portfolio value
CAPASSO PLANNING PARTNERS 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 | +3.15% | 204 shares | -13K | $79.41 | 6.67K |
| Q2 2022 | share | Decrease | -2.57% | -171 shares | -130K | $83.9 | 6.47K |
| Q1 2022 | share | Increase | +11.27% | 673 shares | 29K | $101.35 | 6.64K |
| Q4 2021 | share | Increase | 0.00% | 5.96K shares | 644K | $108.23 | 5.96K |