ALTA WEALTH ADVISORS LLC – iShares Core Dividend Growth ETF Transaction History
ALTA WEALTH ADVISORS LLC portfolio value:
$299,000
portfolio value
ALTA WEALTH 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 | Increase | +0.52% | 35 shares | -19K | $44.47 | 6.71K |
| Q2 2022 | share | Increase | +25.76% | 1.36K shares | 34K | $47.64 | 6.68K |
| Q1 2022 | share | Decrease | -20.02% | -1.33K shares | -85K | $53.41 | 5.31K |
| Q4 2021 | share | Increase | +0.42% | 28 shares | 37K | $55.56 | 6.64K |
| Q3 2021 | share | Increase | +0.38% | 25 shares | 0 | $50.24 | 6.61K |
| Q2 2021 | share | Increase | +0.40% | 26 shares | 15K | $50.12 | 6.59K |
| Q1 2021 | share | Increase | +0.44% | 29 shares | 24K | $47.79 | 6.56K |
| Q4 2020 | share | Increase | 0.00% | 6.53K shares | 293K | $44.13 | 6.53K |