OPTIMUM INVESTMENT ADVISORS – iShares Core Dividend Growth ETF Transaction History
OPTIMUM INVESTMENT ADVISORS portfolio value:
$883,000
portfolio value
OPTIMUM INVESTMENT ADVISORS quarter portfolio value change:
-6.65%
quarter
iShares Core Dividend Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.20% | 800 shares | -25K | $44.47 | 19.85K |
| Q2 2022 | share | Increase | +3.81% | 700 shares | -72K | $47.64 | 19.05K |
| Q1 2022 | share | Increase | +37.45% | 5K shares | 238K | $53.41 | 18.35K |
| Q4 2021 | share | 0.00% | 0 shares | 71K | $55.56 | 13.35K | |
| Q3 2021 | share | Increase | +21.92% | 2.4K shares | 120K | $50.24 | 13.35K |
| Q2 2021 | share | Increase | +15.57% | 1.47K shares | 94K | $50.12 | 10.95K |
| Q1 2021 | share | Increase | +77.93% | 4.15K shares | 218K | $47.79 | 9.47K |
| Q4 2020 | share | Decrease | -5.33% | -300 shares | 15K | $44.13 | 5.32K |
| Q3 2020 | share | 0.00% | 0 shares | 12K | $38.94 | 5.62K | |
| Q2 2020 | share | 0.00% | 0 shares | 29K | $36.55 | 5.62K | |
| Q1 2020 | share | Increase | +3.69% | 200 shares | -45K | $31.47 | 5.62K |
| Q4 2019 | share | Increase | +12.44% | 600 shares | 39K | $40.3 | 5.42K |
| Q3 2019 | share | Increase | 0.00% | 4.82K shares | 189K | $37.29 | 4.82K |