SELECTIVE WEALTH MANAGEMENT, INC. – iShares Russell 1000 Value ETF Transaction History
SELECTIVE WEALTH MANAGEMENT, INC. portfolio value:
$95,000
portfolio value
SELECTIVE WEALTH MANAGEMENT, INC. quarter portfolio value change:
-6.19%
quarter
iShares Russell 1000 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -22.22% | -200 shares | -35K | $135.99 | 700 |
| Q2 2022 | share | 0.00% | 0 shares | -19K | $144.97 | 900 | |
| Q1 2022 | share | 0.00% | 0 shares | -2K | $165.98 | 900 | |
| Q4 2021 | share | 0.00% | 0 shares | 10K | $167.97 | 900 | |
| Q3 2021 | share | Increase | +28.57% | 200 shares | 30K | $156.51 | 900 |
| Q2 2021 | share | 0.00% | 0 shares | 5K | $157.82 | 700 | |
| Q1 2021 | share | 0.00% | 0 shares | 10K | $150.24 | 700 | |
| Q4 2020 | share | 0.00% | 0 shares | 13K | $134.99 | 700 | |
| Q3 2020 | share | 0.00% | 0 shares | 4K | $116.11 | 700 | |
| Q2 2020 | share | 0.00% | 0 shares | 10K | $110 | 700 | |
| Q1 2020 | share | 0.00% | 0 shares | -27K | $96.29 | 700 | |
| Q4 2019 | share | 0.00% | 0 shares | 6K | $131.41 | 700 | |
| Q3 2019 | share | Increase | 0.00% | 700 shares | 90K | $122.45 | 700 |