WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC – iShares Select Dividend ETF Transaction History
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC portfolio value:
$2.05M
portfolio value
WALLED LAKE PLANNING & WEALTH MANAGEMENT, 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 | +1.78% | 336 shares | -161K | $107.22 | 19.2K |
| Q2 2022 | share | Increase | +0.52% | 97 shares | -185K | $117.67 | 18.86K |
| Q1 2022 | share | Increase | +2.31% | 424 shares | 156K | $128.13 | 18.76K |
| Q4 2021 | share | Decrease | -2.11% | -395 shares | 99K | $122.43 | 18.34K |
| Q3 2021 | share | Increase | +1.23% | 227 shares | -9K | $114.72 | 18.73K |
| Q2 2021 | share | Increase | +0.04% | 8 shares | 48K | $115.59 | 18.51K |
| Q1 2021 | share | Increase | +0.19% | 35 shares | 335K | $112.17 | 18.50K |
| Q4 2020 | share | Decrease | -0.61% | -114 shares | 261K | $93.76 | 18.46K |
| Q3 2020 | share | Increase | +3.48% | 625 shares | 66K | $78.79 | 18.58K |
| Q2 2020 | share | Increase | +3.82% | 660 shares | 177K | $77.08 | 17.95K |
| Q1 2020 | share | Increase | 0.00% | 17.29K shares | 1.27M | $69.55 | 17.29K |