9258 WEALTH MANAGEMENT, LLC – iShares MSCI USA Momentum Factor ETF Transaction History
9258 WEALTH MANAGEMENT, LLC portfolio value:
$576,000
portfolio value
9258 WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.81%
quarter
iShares MSCI USA Momentum Factor ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -23K | $131.18 | 4.39K | |
| Q2 2022 | share | 0.00% | 0 shares | -140K | $136.37 | 4.39K | |
| Q1 2022 | share | 0.00% | 0 shares | -59K | $168.27 | 4.39K | |
| Q4 2021 | share | 0.00% | 0 shares | 27K | $182.36 | 4.39K | |
| Q3 2021 | share | 0.00% | 0 shares | 10K | $175.6 | 4.39K | |
| Q2 2021 | share | 0.00% | 0 shares | 55K | $173.11 | 4.39K | |
| Q1 2021 | share | 0.00% | 0 shares | -2K | $160.45 | 4.39K | |
| Q4 2020 | share | Decrease | -8.35% | -400 shares | 32K | $160.78 | 4.39K |
| Q3 2020 | share | Decrease | -4.01% | -200 shares | 22K | $146.65 | 4.79K |
| Q2 2020 | share | 0.00% | 0 shares | 62K | $130.11 | 4.99K | |
| Q1 2020 | share | Decrease | -13.82% | -800 shares | -135K | $105.47 | 4.99K |
| Q4 2019 | share | Increase | 0.00% | 5.79K shares | 727K | $123.82 | 5.79K |