GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. – iShares Core Dividend Growth ETF Transaction History
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. portfolio value:
$346,000
portfolio value
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, 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 | Decrease | -29.26% | -3.21K shares | -177K | $44.47 | 7.76K |
| Q2 2022 | share | Decrease | -0.87% | -96 shares | -69K | $47.64 | 10.98K |
| Q1 2022 | share | Increase | +9.50% | 961 shares | 30K | $53.41 | 11.07K |
| Q4 2021 | share | Increase | +4.86% | 469 shares | 77K | $55.56 | 10.11K |
| Q3 2021 | share | Increase | +2.87% | 269 shares | 13K | $50.24 | 9.64K |
| Q2 2021 | share | Increase | +9.55% | 818 shares | 59K | $50.12 | 9.38K |
| Q1 2021 | share | Increase | +6.25% | 504 shares | 52K | $47.79 | 8.56K |
| Q4 2020 | share | Increase | +2.05% | 162 shares | 47K | $44.13 | 8.05K |
| Q3 2020 | share | Increase | +10.29% | 737 shares | 45K | $38.94 | 7.89K |
| Q2 2020 | share | Increase | +11.95% | 764 shares | 61K | $36.55 | 7.15K |
| Q1 2020 | share | Decrease | -0.90% | -58 shares | -63K | $31.47 | 6.39K |
| Q4 2019 | share | Increase | +5.93% | 361 shares | 33K | $40.3 | 6.45K |
| Q3 2019 | share | Increase | +10.22% | 565 shares | 27K | $37.29 | 6.09K |
| Q2 2019 | share | Increase | +31.38% | 1.32K shares | 56K | $36.16 | 5.52K |
| Q1 2019 | share | Decrease | -15.98% | -800 shares | -11K | $34.58 | 4.20K |
| Q4 2018 | share | Increase | 0.00% | 5.00K shares | 166K | $31.03 | 5.00K |