YORKBRIDGE WEALTH PARTNERS, LLC – iShares Core Dividend Growth ETF Transaction History
YORKBRIDGE WEALTH PARTNERS, LLC portfolio value:
$436,000
portfolio value
YORKBRIDGE WEALTH PARTNERS, LLC 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 | Decrease | -11.51% | -1.27K shares | -92K | $44.47 | 9.80K |
| Q2 2022 | share | Increase | +32.03% | 2.68K shares | 80K | $47.64 | 11.07K |
| Q1 2022 | share | Increase | +0.80% | 67 shares | -15K | $53.41 | 8.39K |
| Q4 2021 | share | Decrease | -22.83% | -2.46K shares | -79K | $55.56 | 8.32K |
| Q3 2021 | share | Decrease | -7.30% | -850 shares | -44K | $50.24 | 10.78K |
| Q2 2021 | share | Increase | +1.61% | 184 shares | 33K | $50.12 | 11.63K |
| Q1 2021 | share | Decrease | -23.76% | -3.57K shares | -120K | $47.79 | 11.45K |
| Q4 2020 | share | Increase | +6.44% | 909 shares | 111K | $44.13 | 15.02K |
| Q3 2020 | share | Decrease | -0.10% | -14 shares | 31K | $38.94 | 14.11K |
| Q2 2020 | share | Increase | +2.23% | 308 shares | 81K | $36.55 | 14.12K |
| Q1 2020 | share | Increase | +18.98% | 2.20K shares | -39K | $31.47 | 13.82K |
| Q4 2019 | share | Increase | +17.26% | 1.71K shares | 101K | $40.3 | 11.61K |
| Q3 2019 | share | Increase | +9.33% | 845 shares | 42K | $37.29 | 9.90K |
| Q2 2019 | share | Decrease | -36.80% | -5.27K shares | -181K | $36.16 | 9.06K |
| Q1 2019 | share | Decrease | -3.69% | -550 shares | 33K | $34.58 | 14.33K |
| Q4 2018 | share | Increase | +3.30% | 475 shares | -42K | $31.03 | 14.88K |
| Q3 2018 | share | Increase | +3.59% | 500 shares | 59K | $34.45 | 14.41K |
| Q2 2018 | share | Increase | +2.02% | 275 shares | 12K | $31.68 | 13.91K |
| Q1 2018 | share | Increase | +10.99% | 1.35K shares | 44K | $31.15 | 13.63K |
| Q4 2017 | share | Increase | +49.82% | 4.08K shares | 155K | $31.78 | 12.28K |
| Q3 2017 | share | Increase | +0.74% | 60 shares | 10K | $29.5 | 8.2K |
| Q2 2017 | share | Increase | +278.60% | 5.99K shares | 190K | $28.32 | 8.14K |
| Q1 2017 | share | Increase | 0.00% | 2.15K shares | 66K | $27.37 | 2.15K |