LEGACY WEALTH PLANNING, LLC – iShares MSCI USA Value Factor ETF Transaction History
LEGACY WEALTH PLANNING, LLC portfolio value:
$349,000
portfolio value
LEGACY WEALTH PLANNING, LLC quarter portfolio value change:
-9.57%
quarter
iShares MSCI USA Value Factor ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -62.13% | -6.99K shares | -670K | $81.86 | 4.26K |
| Q2 2022 | share | Decrease | -90.76% | -110.65K shares | -11.72M | $90.52 | 11.26K |
| Q1 2022 | share | Decrease | -3.63% | -4.59K shares | -1.10M | $104.57 | 121.91K |
| Q4 2021 | share | Decrease | -15.43% | -23.08K shares | -1.21M | $109.59 | 126.51K |
| Q3 2021 | share | Increase | +110.33% | 78.47K shares | 7.59M | $100.7 | 149.6K |
| Q2 2021 | share | Increase | +23.20% | 13.39K shares | 1.55M | $104.31 | 71.12K |
| Q1 2021 | share | Increase | 0.00% | 57.73K shares | 5.91M | $101.26 | 57.73K |