RIVER WEALTH ADVISORS LLC – Fidelity MSCI Financials Index ETF Transaction History
RIVER WEALTH ADVISORS LLC portfolio value:
$216,000
portfolio value
RIVER WEALTH ADVISORS LLC quarter portfolio value change:
-3.47%
quarter
Fidelity MSCI Financials Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.99% | -50 shares | -10K | $43.08 | 5.00K |
| Q2 2022 | share | Increase | +3.99% | 194 shares | -37K | $44.63 | 5.05K |
| Q1 2022 | share | Increase | +12.94% | 557 shares | 22K | $54.15 | 4.86K |
| Q4 2021 | share | Decrease | -11.75% | -573 shares | -21K | $56.02 | 4.30K |
| Q3 2021 | share | Increase | +12.12% | 527 shares | 34K | $53.69 | 4.87K |
| Q2 2021 | share | Decrease | -7.61% | -358 shares | -2K | $52.1 | 4.34K |
| Q1 2021 | share | Decrease | -1.44% | -69 shares | 28K | $48.49 | 4.70K |
| Q4 2020 | share | Increase | 0.00% | 4.77K shares | 202K | $41.64 | 4.77K |
| Q1 2019 | share | Decrease | -100.00% | -2.31K shares | -80K | $35.32 | 0 |
| Q4 2018 | share | Increase | +5.32% | 117 shares | -9K | $32.33 | 2.31K |
| Q3 2018 | share | Increase | +32.21% | 536 shares | 24K | $37.47 | 2.2K |
| Q2 2018 | share | Increase | 0.00% | 1.66K shares | 65K | $36.25 | 1.66K |