REGENT PEAK WEALTH ADVISORS LLC – iShares MSCI USA Min Vol Factor ETF Transaction History
REGENT PEAK WEALTH ADVISORS LLC portfolio value:
$420,000
portfolio value
REGENT PEAK WEALTH ADVISORS LLC quarter portfolio value change:
-5.85%
quarter
iShares MSCI USA Min Vol Factor ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -24K | $66.1 | 6.33K | |
| Q2 2022 | share | Increase | +30.88% | 1.49K shares | 68K | $70.21 | 6.33K |
| Q1 2022 | share | 0.00% | 0 shares | -16K | $77.57 | 4.84K | |
| Q4 2021 | share | Decrease | -2.56% | -127 shares | 27K | $81 | 4.84K |
| Q3 2021 | share | 0.00% | 0 shares | -14K | $73.5 | 4.96K | |
| Q2 2021 | share | Decrease | -0.02% | -1 shares | 36K | $73.33 | 4.96K |
| Q1 2021 | share | Increase | +0.02% | 1 shares | 6K | $68.73 | 4.97K |
| Q4 2020 | share | Increase | +47.32% | 1.59K shares | 122K | $67.16 | 4.96K |
| Q3 2020 | share | 0.00% | 0 shares | 10K | $62.77 | 3.37K | |
| Q2 2020 | share | Increase | 0.00% | 3.37K shares | 205K | $59.41 | 3.37K |
| Q1 2020 | share | Decrease | -100.00% | -3.37K shares | -221K | $52.66 | 0 |
| Q4 2019 | share | Increase | 0.00% | 3.37K shares | 221K | $63.58 | 3.37K |