SELECTIVE WEALTH MANAGEMENT, INC. – iShares MSCI USA Min Vol Factor ETF Transaction History
SELECTIVE WEALTH MANAGEMENT, INC. portfolio value:
$458,000
portfolio value
SELECTIVE WEALTH MANAGEMENT, INC. quarter portfolio value change:
-5.85%
quarter
iShares MSCI USA Min Vol Factor ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -8.28% | -625 shares | -72K | $66.1 | 6.92K |
| Q2 2022 | share | Increase | +38.14% | 2.08K shares | 106K | $70.21 | 7.54K |
| Q1 2022 | share | Increase | +34.02% | 1.38K shares | 94K | $77.57 | 5.46K |
| Q4 2021 | share | Increase | +49.83% | 1.35K shares | 130K | $81 | 4.07K |
| Q3 2021 | share | Increase | +284.87% | 2.01K shares | 148K | $73.5 | 2.72K |
| Q2 2021 | share | 0.00% | 0 shares | 3K | $73.33 | 707 | |
| Q1 2021 | share | 0.00% | 0 shares | 1K | $68.73 | 707 | |
| Q4 2020 | share | 0.00% | 0 shares | 3K | $67.16 | 707 | |
| Q3 2020 | share | Decrease | -12.82% | -104 shares | -4K | $62.77 | 707 |
| Q2 2020 | share | Increase | 0.00% | 811 shares | 49K | $59.41 | 811 |
| Q1 2020 | share | Decrease | -100.00% | -851 shares | -56K | $52.66 | 0 |
| Q4 2019 | share | Increase | 0.00% | 851 shares | 56K | $63.58 | 851 |