SAX WEALTH ADVISORS, LLC – iShares Select Dividend ETF Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$1.00M
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
-8.88%
quarter
iShares Select Dividend ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.39% | -229 shares | -125K | $107.22 | 9.36K |
| Q2 2022 | share | Increase | +3.80% | 351 shares | -55K | $117.67 | 9.59K |
| Q1 2022 | share | 0.00% | 0 shares | 86K | $128.13 | 15.53K | |
| Q4 2021 | share | Decrease | -2.66% | -424 shares | 73K | $122.43 | 15.53K |
| Q3 2021 | share | Decrease | -2.45% | -400 shares | -77K | $114.72 | 15.95K |
| Q2 2021 | share | 0.00% | 0 shares | 42K | $115.59 | 16.35K | |
| Q1 2021 | share | Increase | +5.34% | 829 shares | 373K | $112.17 | 16.35K |
| Q4 2020 | share | Increase | 0.00% | 15.52K shares | 1.49M | $93.76 | 15.52K |