LEGACY WEALTH PLANNING, LLC – iShares Select Dividend ETF Transaction History
LEGACY WEALTH PLANNING, LLC portfolio value:
$607,000
portfolio value
LEGACY WEALTH PLANNING, 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 | -1.98% | -114 shares | -72K | $107.22 | 5.65K |
| Q2 2022 | share | Increase | +8.60% | 457 shares | -2K | $117.67 | 5.77K |
| Q1 2022 | share | Increase | +146.98% | 3.16K shares | 417K | $128.13 | 5.31K |
| Q4 2021 | share | Decrease | -12.59% | -310 shares | -18K | $122.43 | 2.15K |
| Q3 2021 | share | 0.00% | 0 shares | -5K | $114.72 | 2.46K | |
| Q2 2021 | share | 0.00% | 0 shares | 6K | $115.59 | 2.46K | |
| Q1 2021 | share | 0.00% | 0 shares | 44K | $112.17 | 2.46K | |
| Q4 2020 | share | Decrease | -10.76% | -297 shares | 12K | $93.76 | 2.46K |
| Q3 2020 | share | 0.00% | 0 shares | 2K | $78.79 | 2.75K | |
| Q2 2020 | share | Decrease | -3.50% | -100 shares | 13K | $77.08 | 2.75K |
| Q1 2020 | share | Increase | +0.85% | 24 shares | -90K | $69.55 | 2.85K |
| Q4 2019 | share | Increase | 0.00% | 2.83K shares | 300K | $98.6 | 2.83K |