TRANSFORM WEALTH, LLC – iShares Select Dividend ETF Transaction History
TRANSFORM WEALTH, LLC portfolio value:
$1.03M
portfolio value
TRANSFORM WEALTH, LLC quarter portfolio value change:
-8.88%
quarter
iShares Select Dividend ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.04% | 100 shares | -90K | $107.22 | 9.69K |
| Q2 2022 | share | Decrease | -1.03% | -100 shares | -113K | $117.67 | 9.59K |
| Q1 2022 | share | Decrease | -35.35% | -5.3K shares | -596K | $128.13 | 9.69K |
| Q4 2021 | share | Decrease | -4.46% | -700 shares | 38K | $122.43 | 14.99K |
| Q3 2021 | share | Decrease | -8.40% | -1.44K shares | -198K | $114.72 | 15.69K |
| Q2 2021 | share | Decrease | -0.24% | -42 shares | 38K | $115.59 | 17.13K |
| Q1 2021 | share | Decrease | -19.52% | -4.16K shares | -93K | $112.17 | 17.17K |
| Q4 2020 | share | Increase | +4.27% | 875 shares | 384K | $93.76 | 21.34K |
| Q3 2020 | share | Decrease | -13.44% | -3.17K shares | -240K | $78.79 | 20.46K |
| Q2 2020 | share | Decrease | -3.00% | -732 shares | 116K | $77.08 | 23.64K |
| Q1 2020 | share | Decrease | -2.69% | -674 shares | -854K | $69.55 | 24.37K |
| Q4 2019 | share | Increase | 0.00% | 25.05K shares | 2.64M | $98.6 | 25.05K |
| Q3 2019 | share | Decrease | -1.70% | -450 shares | 17K | $94.33 | 26.05K |
| Q2 2019 | share | Decrease | -50.11% | -26.62K shares | -2.57M | $91.26 | 26.50K |
| Q1 2019 | share | Decrease | -0.77% | -410 shares | 435K | $89.18 | 53.12K |
| Q4 2018 | share | Decrease | -4.29% | -2.4K shares | -798K | $80.41 | 53.53K |
| Q3 2018 | share | Decrease | -2.78% | -1.6K shares | -44K | $89.08 | 55.93K |
| Q2 2018 | share | Decrease | -1.88% | -1.1K shares | 46K | $86.53 | 57.53K |
| Q1 2018 | share | Decrease | -13.05% | -8.8K shares | -1.06M | $83.52 | 58.63K |
| Q4 2017 | share | Increase | 0.00% | 67.43K shares | 6.64M | $85.83 | 67.43K |