CFM WEALTH PARTNERS LLC – iShares Core High Dividend ETF Transaction History
CFM WEALTH PARTNERS LLC portfolio value:
$433,000
portfolio value
CFM WEALTH PARTNERS LLC quarter portfolio value change:
-9.10%
quarter
iShares Core High Dividend ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -12.75% | -693 shares | -113K | $91.29 | 4.74K |
| Q2 2022 | share | Increase | +15.30% | 721 shares | 42K | $100.43 | 5.43K |
| Q1 2022 | share | Increase | +41.79% | 1.38K shares | 168K | $106.89 | 4.71K |
| Q4 2021 | share | 0.00% | 0 shares | 23K | $100.85 | 3.32K | |
| Q3 2021 | share | 0.00% | 0 shares | -8K | $94.26 | 3.32K | |
| Q2 2021 | share | Decrease | -0.81% | -27 shares | 3K | $95.76 | 3.32K |
| Q1 2021 | share | Increase | +1.51% | 50 shares | 29K | $93.37 | 3.35K |
| Q4 2020 | share | Decrease | -7.56% | -270 shares | 2K | $85.46 | 3.30K |
| Q3 2020 | share | Decrease | -13.07% | -537 shares | -46K | $77.64 | 3.57K |
| Q2 2020 | share | Decrease | -10.66% | -490 shares | 4K | $77.45 | 4.10K |
| Q1 2020 | share | Increase | +41.17% | 1.34K shares | 10K | $67.56 | 4.59K |
| Q4 2019 | share | Increase | 0.00% | 3.25K shares | 319K | $91.37 | 3.25K |