BERNARDO WEALTH PLANNING LLC – iShares MSCI USA Value Factor ETF Transaction History
BERNARDO WEALTH PLANNING LLC portfolio value:
$0
portfolio value
BERNARDO WEALTH PLANNING LLC 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 | -100.00% | -4.44K shares | -401K | $81.86 | 0 |
| Q2 2022 | share | Increase | +8.06% | 331 shares | -28K | $90.52 | 4.44K |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $104.57 | 4.21K | |
| Q4 2021 | share | Increase | +7.84% | 306 shares | 67K | $109.59 | 4.21K |
| Q3 2021 | share | Increase | +10.78% | 380 shares | 23K | $100.7 | 3.90K |
| Q2 2021 | share | Increase | +15.69% | 478 shares | 58K | $104.31 | 3.52K |
| Q1 2021 | share | Increase | +14.38% | 383 shares | 81K | $101.26 | 3.04K |
| Q4 2020 | share | Decrease | -2.24% | -61 shares | 30K | $85.5 | 2.66K |
| Q3 2020 | share | Increase | 0.00% | 2.72K shares | 201K | $72.14 | 2.72K |