SUMMIT FINANCIAL STRATEGIES, INC. – iShares Core Dividend Growth ETF Transaction History
SUMMIT FINANCIAL STRATEGIES, INC. portfolio value:
$342,000
portfolio value
SUMMIT FINANCIAL STRATEGIES, INC. 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 | +57.95% | 2.82K shares | 110K | $44.47 | 7.69K |
| Q2 2022 | share | 0.00% | 0 shares | -28K | $47.64 | 4.87K | |
| Q1 2022 | share | 0.00% | 0 shares | -11K | $53.41 | 4.87K | |
| Q4 2021 | share | 0.00% | 0 shares | 26K | $55.56 | 4.87K | |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $50.24 | 4.87K | |
| Q2 2021 | share | 0.00% | 0 shares | 10K | $50.12 | 4.87K | |
| Q1 2021 | share | 0.00% | 0 shares | 17K | $47.79 | 4.87K | |
| Q4 2020 | share | Increase | 0.00% | 4.87K shares | 218K | $44.13 | 4.87K |