INSIGHT WEALTH STRATEGIES, LLC – iShares Select Dividend ETF Transaction History
INSIGHT WEALTH STRATEGIES, LLC portfolio value:
$425,000
portfolio value
INSIGHT WEALTH STRATEGIES, 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 | 0.00% | 0 shares | 0 | $107.22 | 3.61K | |
| Q2 2022 | share | Decrease | -4.29% | -162 shares | -59K | $117.67 | 3.61K |
| Q1 2022 | share | Decrease | -1.69% | -65 shares | 13K | $128.13 | 3.77K |
| Q4 2021 | share | Decrease | -68.68% | -8.41K shares | -935K | $122.43 | 3.83K |
| Q3 2021 | share | Increase | +0.38% | 47 shares | -18K | $114.72 | 12.25K |
| Q2 2021 | share | Increase | +111.85% | 6.44K shares | 766K | $115.59 | 12.21K |
| Q1 2021 | share | Decrease | -1.59% | -93 shares | 95K | $112.17 | 5.76K |
| Q4 2020 | share | Decrease | -11.39% | -753 shares | 24K | $93.76 | 5.85K |
| Q3 2020 | share | Decrease | -14.94% | -1.16K shares | -88K | $78.79 | 6.61K |
| Q2 2020 | share | Decrease | -26.14% | -2.75K shares | -147K | $77.08 | 7.77K |
| Q1 2020 | share | Decrease | -93.06% | -141.05K shares | -15.24M | $69.55 | 10.52K |
| Q4 2019 | share | Increase | +0.29% | 434 shares | 607K | $98.6 | 151.57K |
| Q3 2019 | share | Increase | +9.14% | 12.65K shares | 1.62M | $94.33 | 151.13K |
| Q2 2019 | share | Increase | +14.81% | 17.86K shares | 1.94M | $91.26 | 138.48K |
| Q1 2019 | share | Increase | +5.01% | 5.75K shares | 1.58M | $89.18 | 120.62K |
| Q4 2018 | share | Increase | 0.00% | 114.86K shares | 10.25M | $80.41 | 114.86K |