HERITAGE WEALTH MANAGEMENT, LLC – iShares MSCI USA Min Vol Factor ETF Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$676,000
portfolio value
HERITAGE WEALTH MANAGEMENT, 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 | Decrease | -0.24% | -25 shares | -43.44K | $66.1 | 10.22K |
| Q2 2022 | share | Decrease | -7.79% | -866 shares | -142.55K | $70.21 | 10.24K |
| Q1 2022 | share | Decrease | -17.19% | -2.30K shares | -124K | $77.57 | 11.11K |
| Q3 2021 | share | Decrease | -6.41% | -919 shares | -69K | $73.5 | 13.42K |
| Q2 2021 | share | Decrease | -20.22% | -3.63K shares | -189K | $73.33 | 14.33K |
| Q1 2021 | share | Increase | 0.00% | 17.97K shares | 1.24M | $68.73 | 17.97K |