SOUND VIEW WEALTH ADVISORS GROUP, LLC – iShares MSCI USA Min Vol Factor ETF Transaction History
SOUND VIEW WEALTH ADVISORS GROUP, LLC portfolio value:
$938,000
portfolio value
SOUND VIEW WEALTH ADVISORS GROUP, LLC quarter portfolio value change:
-5.85%
quarter
iShares MSCI USA Min Vol Factor ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.14% | -613 shares | -102K | $66.1 | 14.19K |
| Q2 2022 | share | Decrease | -5.76% | -905 shares | -179K | $70.21 | 14.80K |
| Q1 2022 | share | Decrease | -0.62% | -98 shares | -60K | $77.57 | 15.71K |
| Q4 2021 | share | Increase | +0.03% | 5 shares | 117K | $81 | 15.81K |
| Q3 2021 | share | Decrease | -11.35% | -2.02K shares | -150K | $73.5 | 15.80K |
| Q2 2021 | share | Decrease | -30.03% | -7.65K shares | -451K | $73.33 | 17.82K |
| Q1 2021 | share | Decrease | -25.13% | -8.55K shares | -547K | $68.73 | 25.48K |
| Q4 2020 | share | Decrease | -3.81% | -1.34K shares | 55K | $67.16 | 34.03K |
| Q3 2020 | share | Decrease | -0.41% | -145 shares | 101K | $62.77 | 35.38K |
| Q2 2020 | share | Decrease | -22.20% | -10.13K shares | -312K | $59.41 | 35.52K |
| Q1 2020 | share | Increase | +9.28% | 3.87K shares | -275K | $52.66 | 45.66K |
| Q4 2019 | share | Increase | +35.64% | 10.98K shares | 766K | $63.58 | 41.78K |
| Q3 2019 | share | Increase | +82.20% | 13.89K shares | 931K | $61.76 | 30.80K |
| Q2 2019 | share | Increase | 0.00% | 16.90K shares | 1.04M | $59.21 | 16.90K |