PLANNING DIRECTIONS INC – iShares MSCI USA Min Vol Factor ETF Transaction History
PLANNING DIRECTIONS INC portfolio value:
$1.65M
portfolio value
PLANNING DIRECTIONS INC quarter portfolio value change:
-5.85%
quarter
iShares MSCI USA Min Vol Factor ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.93% | -1.02K shares | -176K | $66.1 | 25.07K |
| Q2 2022 | share | Decrease | -5.33% | -1.46K shares | -306K | $70.21 | 26.10K |
| Q1 2022 | share | Decrease | -0.27% | -74 shares | -97K | $77.57 | 27.57K |
| Q4 2021 | share | Decrease | -10.78% | -3.33K shares | -41K | $81 | 27.64K |
| Q3 2021 | share | Increase | +4.04% | 1.20K shares | 85K | $73.5 | 30.98K |
| Q2 2021 | share | Decrease | -6.33% | -2.01K shares | -8K | $73.33 | 29.77K |
| Q1 2021 | share | Increase | +0.20% | 64 shares | 46K | $68.73 | 31.79K |
| Q4 2020 | share | Decrease | -0.15% | -48 shares | 129K | $67.16 | 31.72K |
| Q3 2020 | share | Decrease | -1.42% | -457 shares | 71K | $62.77 | 31.77K |
| Q2 2020 | share | Increase | +49.07% | 10.61K shares | 786K | $59.41 | 32.23K |
| Q1 2020 | share | Decrease | -25.48% | -7.39K shares | -736K | $52.66 | 21.62K |
| Q4 2019 | share | Increase | +23.56% | 5.53K shares | 399K | $63.58 | 29.01K |
| Q3 2019 | share | Increase | +12.66% | 2.64K shares | 218K | $61.76 | 23.48K |
| Q2 2019 | share | Increase | +4.19% | 839 shares | 111K | $59.21 | 20.84K |
| Q1 2019 | share | Decrease | -1.50% | -305 shares | 112K | $56.1 | 20.00K |
| Q4 2018 | share | Decrease | -1.40% | -289 shares | -111K | $49.79 | 20.31K |
| Q3 2018 | share | Decrease | -1.96% | -412 shares | 58K | $53.86 | 20.60K |
| Q2 2018 | share | Decrease | -5.69% | -1.26K shares | -40K | $49.98 | 21.01K |
| Q1 2018 | share | Increase | 0.00% | 22.28K shares | 1.15M | $48.55 | 22.28K |