TAYLOR & MORGAN WEALTH MANAGEMENT, LLC – iShares MSCI USA Value Factor ETF Transaction History
TAYLOR & MORGAN WEALTH MANAGEMENT, LLC portfolio value:
$462,000
portfolio value
TAYLOR & MORGAN WEALTH MANAGEMENT, LLC quarter portfolio value change:
-9.57%
quarter
iShares MSCI USA Value Factor ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.91% | 51 shares | -45K | $81.86 | 5.64K |
| Q2 2022 | share | Increase | +0.76% | 42 shares | -74K | $90.52 | 5.59K |
| Q1 2022 | share | Increase | +0.22% | 12 shares | -26K | $104.57 | 5.55K |
| Q4 2021 | share | Increase | 0.00% | 5.54K shares | 607K | $109.59 | 5.54K |