IVC WEALTH ADVISORS LLC – First Trust Senior Loan Fund Transaction History
IVC WEALTH ADVISORS LLC portfolio value:
$1.15M
portfolio value
IVC WEALTH ADVISORS LLC quarter portfolio value change:
-0.07%
quarter
First Trust Senior Loan Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -18.62% | -5.97K shares | -264K | $44.07 | 26.10K |
| Q2 2022 | share | Decrease | -56.87% | -42.30K shares | -2.08M | $44.1 | 32.08K |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $47.05 | 73.75K | |
| Q4 2021 | share | Increase | +8.78% | 5.95K shares | 289K | $47.89 | 73.75K |
| Q3 2021 | share | Increase | +9.67% | 5.98K shares | 277K | $47.6 | 67.80K |
| Q2 2021 | share | Increase | +31.92% | 14.95K shares | 724K | $47.37 | 61.82K |
| Q1 2021 | share | Increase | 0.00% | 46.86K shares | 2.24M | $46.89 | 46.86K |