TRUEWEALTH ADVISORS, LLC – iShares MSCI USA Min Vol Factor ETF Transaction History
TRUEWEALTH ADVISORS, LLC portfolio value:
$556,000
portfolio value
TRUEWEALTH 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 | Increase | +6.39% | 506 shares | 0 | $66.1 | 8.41K |
| Q2 2022 | share | Decrease | -15.95% | -1.50K shares | -206K | $70.21 | 7.91K |
| Q1 2022 | share | Decrease | -13.80% | -1.29K shares | -166K | $77.57 | 8.11K |
| Q4 2021 | share | Increase | +14.62% | 1.20K shares | 158K | $81 | 9.41K |
| Q3 2021 | share | Increase | +8.69% | 657 shares | 48K | $73.5 | 8.21K |
| Q2 2021 | share | Decrease | -25.75% | -2.62K shares | -179K | $73.33 | 7.55K |
| Q1 2021 | share | Decrease | -63.85% | -17.97K shares | -1.18M | $68.73 | 10.17K |
| Q4 2020 | share | Increase | 0.00% | 28.15K shares | 1.91M | $67.16 | 28.15K |