POWELL INVESTMENT ADVISORS, LLC – iShares Select Dividend ETF Transaction History
POWELL INVESTMENT ADVISORS, LLC portfolio value:
$9.39M
portfolio value
POWELL INVESTMENT ADVISORS, LLC quarter portfolio value change:
-8.88%
quarter
iShares Select Dividend ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.88% | -1.68K shares | -1.11M | $107.22 | 87.63K |
| Q2 2022 | share | Increase | +3.41% | 2.94K shares | -556K | $117.67 | 89.31K |
| Q1 2022 | share | Increase | +4.17% | 3.46K shares | 902K | $128.13 | 86.36K |
| Q4 2021 | share | Increase | +0.90% | 739 shares | 737K | $122.43 | 82.90K |
| Q3 2021 | share | Increase | +3.15% | 2.51K shares | 137K | $114.72 | 82.17K |
| Q2 2021 | share | Decrease | -1.51% | -1.22K shares | 61K | $115.59 | 79.66K |
| Q1 2021 | share | Increase | +10.55% | 7.71K shares | 2.19M | $112.17 | 80.88K |
| Q4 2020 | share | Decrease | -8.14% | -6.47K shares | 543K | $93.76 | 73.16K |
| Q3 2020 | share | Increase | +15.73% | 10.82K shares | 939K | $78.79 | 79.64K |
| Q2 2020 | share | Increase | +23.03% | 12.88K shares | 1.44M | $77.08 | 68.81K |
| Q1 2020 | share | Increase | +40.39% | 16.09K shares | -96K | $69.55 | 55.93K |
| Q4 2019 | share | Increase | 0.00% | 39.84K shares | 4.21M | $98.6 | 39.84K |