SELECTIVE WEALTH MANAGEMENT, INC. – iShares Select Dividend ETF Transaction History
SELECTIVE WEALTH MANAGEMENT, INC. portfolio value:
$215,000
portfolio value
SELECTIVE WEALTH MANAGEMENT, INC. 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 | -20K | $107.22 | 2.00K | |
| Q2 2022 | share | Increase | +8.28% | 153 shares | -2K | $117.67 | 2.00K |
| Q1 2022 | share | Decrease | -0.05% | -1 shares | 10K | $128.13 | 1.84K |
| Q4 2021 | share | 0.00% | 0 shares | 15K | $122.43 | 1.84K | |
| Q3 2021 | share | Increase | +27.61% | 400 shares | 43K | $114.72 | 1.84K |
| Q2 2021 | share | Increase | +312.82% | 1.09K shares | 129K | $115.59 | 1.44K |
| Q1 2021 | share | 0.00% | 0 shares | 6K | $112.17 | 351 | |
| Q4 2020 | share | Increase | +0.29% | 1 shares | 5K | $93.76 | 351 |
| Q3 2020 | share | 0.00% | 0 shares | 1K | $78.79 | 350 | |
| Q2 2020 | share | Increase | +0.86% | 3 shares | 2K | $77.08 | 350 |
| Q1 2020 | share | Increase | +17.63% | 52 shares | -5K | $69.55 | 347 |
| Q4 2019 | share | Increase | +0.68% | 2 shares | 1K | $98.6 | 295 |
| Q3 2019 | share | Increase | 0.00% | 293 shares | 30K | $94.33 | 293 |