REGENT PEAK WEALTH ADVISORS LLC – iShares Select Dividend ETF Transaction History
REGENT PEAK WEALTH ADVISORS LLC portfolio value:
$365,000
portfolio value
REGENT PEAK WEALTH 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 | Increase | +2.22% | 74 shares | -27K | $107.22 | 3.41K |
Q2 2022 | share | Increase | 0.00% | 3.33K shares | 392K | $117.67 | 3.33K |