PRINCIPLE WEALTH PARTNERS LLC – iShares Select Dividend ETF Transaction History
PRINCIPLE WEALTH PARTNERS LLC portfolio value:
$3.75M
portfolio value
PRINCIPLE WEALTH PARTNERS 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 | +9.34% | 2.99K shares | -14K | $107.22 | 35.02K |
| Q2 2022 | share | Increase | +2.88% | 898 shares | -220K | $117.67 | 32.03K |
| Q1 2022 | share | Increase | +1.40% | 430 shares | 225K | $128.13 | 31.13K |
| Q4 2021 | share | Increase | +1.04% | 316 shares | 278K | $122.43 | 30.70K |
| Q3 2021 | share | Decrease | -0.28% | -84 shares | -68K | $114.72 | 30.38K |
| Q2 2021 | share | Decrease | -0.08% | -23 shares | 74K | $115.59 | 30.47K |
| Q1 2021 | share | Increase | +16.69% | 4.36K shares | 967K | $112.17 | 30.49K |
| Q4 2020 | share | Increase | 0.00% | 26.13K shares | 2.51M | $93.76 | 26.13K |
| Q3 2020 | share | Decrease | -100.00% | -1.41K shares | -114K | $78.79 | 0 |
| Q2 2020 | share | Increase | 0.00% | 1.41K shares | 114K | $77.08 | 1.41K |