SELECTIVE WEALTH MANAGEMENT, INC. – iShares Core Dividend Growth ETF Transaction History
SELECTIVE WEALTH MANAGEMENT, INC. portfolio value:
$170,000
portfolio value
SELECTIVE WEALTH MANAGEMENT, INC. quarter portfolio value change:
-6.65%
quarter
iShares Core Dividend Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +11.66% | 400 shares | 7K | $44.47 | 3.83K |
| Q2 2022 | share | Decrease | -4.64% | -167 shares | -29K | $47.64 | 3.43K |
| Q1 2022 | share | Decrease | -19.35% | -863 shares | -56K | $53.41 | 3.59K |
| Q4 2021 | share | Increase | +86.77% | 2.07K shares | 128K | $55.56 | 4.46K |
| Q3 2021 | share | Increase | 0.00% | 2.38K shares | 120K | $50.24 | 2.38K |
| Q2 2021 | share | Decrease | -100.00% | -182 shares | -9K | $50.12 | 0 |
| Q1 2021 | share | 0.00% | 0 shares | 1K | $47.79 | 182 | |
| Q4 2020 | share | Increase | +0.55% | 1 shares | 1K | $44.13 | 182 |
| Q3 2020 | share | Increase | +0.56% | 1 shares | 0 | $38.94 | 181 |
| Q2 2020 | share | Increase | +1.69% | 3 shares | 1K | $36.55 | 180 |
| Q1 2020 | share | Decrease | -67.64% | -370 shares | -17K | $31.47 | 177 |
| Q4 2019 | share | Increase | +1.11% | 6 shares | 2K | $40.3 | 547 |
| Q3 2019 | share | Increase | 0.00% | 541 shares | 21K | $37.29 | 541 |