SHOREHAVEN WEALTH PARTNERS, LLC – iShares Core Dividend Growth ETF Transaction History
SHOREHAVEN WEALTH PARTNERS, LLC portfolio value:
$1.31M
portfolio value
SHOREHAVEN WEALTH PARTNERS, 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 | +1.87% | 542 shares | -68K | $44.47 | 29.47K |
| Q2 2022 | share | Decrease | -37.36% | -17.25K shares | -1.08M | $47.64 | 28.93K |
| Q1 2022 | share | Decrease | -0.85% | -397 shares | -123K | $53.41 | 46.18K |
| Q4 2021 | share | Decrease | -0.46% | -217 shares | 238K | $55.56 | 46.58K |
| Q3 2021 | share | Increase | +18.11% | 7.17K shares | 356K | $50.24 | 46.80K |
| Q2 2021 | share | Increase | +12.33% | 4.35K shares | 292K | $50.12 | 39.62K |
| Q1 2021 | share | Decrease | -1.17% | -416 shares | 103K | $47.79 | 35.27K |
| Q4 2020 | share | Increase | 0.00% | 35.69K shares | 1.6M | $44.13 | 35.69K |