LEGACY WEALTH PLANNING, LLC – iShares Core Dividend Growth ETF Transaction History
LEGACY WEALTH PLANNING, LLC portfolio value:
$694,000
portfolio value
LEGACY WEALTH PLANNING, LLC quarter portfolio value change:
-6.65%
quarter
iShares Core Dividend Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.29% | -530 shares | -74K | $44.47 | 15.59K |
| Q2 2022 | share | Increase | +0.95% | 151 shares | -85K | $47.64 | 16.12K |
| Q1 2022 | share | Increase | +43.89% | 4.87K shares | 236K | $53.41 | 15.97K |
| Q4 2021 | share | Decrease | -7.18% | -859 shares | 16K | $55.56 | 11.10K |
| Q3 2021 | share | 0.00% | 0 shares | -1K | $50.24 | 11.96K | |
| Q2 2021 | share | 0.00% | 0 shares | 25K | $50.12 | 11.96K | |
| Q1 2021 | share | Increase | +2.57% | 300 shares | 54K | $47.79 | 11.96K |
| Q4 2020 | share | Decrease | -23.13% | -3.50K shares | -81K | $44.13 | 11.66K |
| Q3 2020 | share | Decrease | -6.65% | -1.08K shares | -7K | $38.94 | 15.17K |
| Q2 2020 | share | Decrease | -28.82% | -6.58K shares | -133K | $36.55 | 16.25K |
| Q1 2020 | share | Decrease | -59.85% | -34.03K shares | -1.64M | $31.47 | 22.83K |
| Q4 2019 | share | Increase | 0.00% | 56.87K shares | 2.39M | $40.3 | 56.87K |