SOURCE FINANCIAL ADVISORS LLC – iShares Core Dividend Growth ETF Transaction History
SOURCE FINANCIAL ADVISORS LLC portfolio value:
$291,000
portfolio value
SOURCE FINANCIAL ADVISORS LLC quarter portfolio value change:
-6.65%
quarter
iShares Core Dividend Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -10.04% | -730 shares | -55K | $44.47 | 6.54K |
| Q2 2022 | share | Decrease | -3.36% | -253 shares | -56K | $47.64 | 7.27K |
| Q1 2022 | share | Decrease | -3.26% | -254 shares | -30K | $53.41 | 7.52K |
| Q4 2021 | share | Decrease | -1.03% | -81 shares | 37K | $55.56 | 7.78K |
| Q3 2021 | share | Decrease | -2.21% | -178 shares | -10K | $50.24 | 7.86K |
| Q2 2021 | share | Increase | +5.44% | 415 shares | 37K | $50.12 | 8.03K |
| Q1 2021 | share | Increase | +1.79% | 134 shares | 32K | $47.79 | 7.62K |
| Q4 2020 | share | Increase | 0.00% | 7.49K shares | 336K | $44.13 | 7.49K |