CFM WEALTH PARTNERS LLC – iShares MSCI USA Momentum Factor ETF Transaction History
CFM WEALTH PARTNERS LLC portfolio value:
$932,000
portfolio value
CFM WEALTH PARTNERS 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 | Increase | +4.76% | 323 shares | 7K | $131.18 | 7.10K |
| Q2 2022 | share | Decrease | -17.16% | -1.40K shares | -453K | $136.37 | 6.78K |
| Q1 2022 | share | Decrease | -11.48% | -1.06K shares | -307K | $168.27 | 8.18K |
| Q4 2021 | share | Decrease | -0.34% | -32 shares | 56K | $182.36 | 9.24K |
| Q3 2021 | share | Increase | +9.52% | 807 shares | 159K | $175.6 | 9.28K |
| Q2 2021 | share | Increase | +24.71% | 1.67K shares | 377K | $173.11 | 8.47K |
| Q1 2021 | share | Increase | +27.44% | 1.46K shares | 233K | $160.45 | 6.79K |
| Q4 2020 | share | Increase | +23.40% | 1.01K shares | 224K | $160.78 | 5.33K |
| Q3 2020 | share | Increase | +51.88% | 1.47K shares | 264K | $146.65 | 4.32K |
| Q2 2020 | share | Increase | +27.01% | 605 shares | 133K | $130.11 | 2.84K |
| Q1 2020 | share | Decrease | -7.05% | -170 shares | -76K | $105.47 | 2.24K |
| Q4 2019 | share | Increase | 0.00% | 2.41K shares | 315K | $123.82 | 2.41K |