TRADITION WEALTH MANAGEMENT, LLC – iShares MSCI USA Min Vol Factor ETF Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$2.09M
portfolio value
TRADITION 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 | Increase | +42.05% | 9.39K shares | 529K | $66.1 | 31.74K |
| Q2 2022 | share | Decrease | -17.60% | -4.77K shares | -535K | $70.21 | 22.34K |
| Q1 2022 | share | Decrease | -18.69% | -6.23K shares | -594K | $77.57 | 27.12K |
| Q4 2021 | share | Increase | +58.84% | 12.35K shares | 1.15M | $81 | 33.35K |
| Q3 2021 | share | Increase | +5.82% | 1.15K shares | 82K | $73.5 | 20.99K |
| Q2 2021 | share | Decrease | -72.48% | -52.25K shares | -3.52M | $73.33 | 19.84K |
| Q1 2021 | share | Increase | +1.89% | 1.33K shares | 185K | $68.73 | 72.10K |
| Q4 2020 | share | Increase | 0.00% | 70.76K shares | 4.80M | $67.16 | 70.76K |