TRUE PRIVATE WEALTH ADVISORS – iShares Core Dividend Growth ETF Transaction History
TRUE PRIVATE WEALTH ADVISORS portfolio value:
$206,000
portfolio value
TRUE PRIVATE WEALTH 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 | +4.26% | 190 shares | -6K | $44.47 | 4.65K |
| Q2 2022 | share | Increase | +1.16% | 51 shares | -18K | $47.64 | 4.46K |
| Q1 2022 | share | Decrease | -18.45% | -998 shares | -70K | $53.41 | 4.41K |
| Q4 2021 | share | Increase | +5.87% | 300 shares | 44K | $55.56 | 5.40K |
| Q3 2021 | share | Decrease | -4.11% | -219 shares | -12K | $50.24 | 5.10K |
| Q2 2021 | share | Increase | 0.00% | 5.32K shares | 268K | $50.12 | 5.32K |
| Q4 2020 | share | 0.00% | 0 shares | 0 | $44.13 | 28 | |
| Q3 2020 | share | 0.00% | 0 shares | 0 | $38.94 | 28 | |
| Q2 2020 | share | Increase | 0.00% | 28 shares | 1K | $36.55 | 28 |
| Q1 2020 | share | Decrease | -100.00% | -75.61K shares | -3.18M | $31.47 | 0 |
| Q4 2019 | share | Increase | +11.41% | 7.74K shares | 525K | $40.3 | 75.61K |
| Q3 2019 | share | Decrease | -18.45% | -15.35K shares | -523K | $37.29 | 67.87K |
| Q2 2019 | share | Increase | 0.00% | 83.22K shares | 3.17M | $36.16 | 83.22K |
| Q1 2019 | share | Decrease | -100.00% | -47.90K shares | -1.58M | $34.58 | 0 |
| Q4 2018 | share | Increase | +35.70% | 12.60K shares | 272.77K | $31.03 | 47.90K |
| Q3 2018 | share | Increase | +3.49% | 1.18K shares | 141.22K | $34.45 | 35.30K |
| Q2 2018 | share | Increase | +15.47% | 4.57K shares | 174K | $31.68 | 34.11K |
| Q1 2018 | share | Increase | +29.03% | 6.64K shares | 205K | $31.15 | 29.54K |
| Q4 2017 | share | Increase | 0.00% | 22.89K shares | 796K | $31.78 | 22.89K |