ATLAS PRIVATE WEALTH ADVISORS – iShares Core High Dividend ETF Transaction History
ATLAS PRIVATE WEALTH ADVISORS portfolio value:
$1.14M
portfolio value
ATLAS PRIVATE WEALTH ADVISORS quarter portfolio value change:
-9.10%
quarter
iShares Core High Dividend ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.34% | -42 shares | -118K | $91.29 | 12.48K |
| Q2 2022 | share | Increase | +0.02% | 3 shares | -81K | $100.43 | 12.52K |
| Q1 2022 | share | Increase | +1.27% | 160 shares | 101K | $106.89 | 12.72K |
| Q3 2021 | share | Increase | +12.37% | 1.38K shares | 105K | $94.26 | 12.56K |
| Q2 2021 | share | Decrease | -18.93% | -2.61K shares | -229K | $95.76 | 11.17K |
| Q1 2021 | share | Increase | +36.27% | 3.67K shares | 421K | $93.37 | 13.78K |
| Q4 2020 | share | Increase | +65.56% | 4.00K shares | 395K | $85.46 | 10.11K |
| Q3 2020 | share | Increase | +19.75% | 1.00K shares | 78K | $77.64 | 6.11K |
| Q2 2020 | share | Increase | 0.00% | 5.10K shares | 414K | $77.45 | 5.10K |