CASTLE WEALTH MANAGEMENT LLC – iShares ESG Aware MSCI USA ETF Transaction History
CASTLE WEALTH MANAGEMENT LLC portfolio value:
$353,000
portfolio value
CASTLE 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 | Decrease | -32.68% | -2.15K shares | -200K | $79.41 | 4.44K |
Q2 2022 | share | Increase | 0.00% | 6.59K shares | 553K | $83.9 | 6.59K |