SELECTIVE WEALTH MANAGEMENT, INC. – iShares MSCI USA Value Factor ETF Transaction History
SELECTIVE WEALTH MANAGEMENT, INC. portfolio value:
$248,000
portfolio value
SELECTIVE WEALTH MANAGEMENT, INC. quarter portfolio value change:
-9.57%
quarter
iShares MSCI USA Value Factor ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -15.08% | -539 shares | -76K | $81.86 | 3.03K |
| Q2 2022 | share | Decrease | -8.15% | -317 shares | -83K | $90.52 | 3.57K |
| Q1 2022 | share | Decrease | -16.52% | -770 shares | -103K | $104.57 | 3.89K |
| Q4 2021 | share | Increase | +75.82% | 2.01K shares | 243K | $109.59 | 4.66K |
| Q3 2021 | share | Increase | 0.00% | 2.65K shares | 267K | $100.7 | 2.65K |
| Q3 2020 | share | Decrease | -100.00% | -149 shares | -11K | $72.14 | 0 |
| Q2 2020 | share | Increase | 0.00% | 149 shares | 11K | $70.2 | 149 |