SAX WEALTH ADVISORS, LLC – iShares Core High Dividend ETF Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$634,000
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
-9.10%
quarter
iShares Core High Dividend ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -63K | $91.29 | 6.94K | |
| Q2 2022 | share | Increase | +0.30% | 21 shares | -43K | $100.43 | 6.94K |
| Q1 2022 | share | 0.00% | 0 shares | 41K | $106.89 | 7.03K | |
| Q4 2021 | share | 0.00% | 0 shares | 48K | $100.85 | 7.03K | |
| Q3 2021 | share | Decrease | -3.59% | -262 shares | -42K | $94.26 | 7.03K |
| Q2 2021 | share | 0.00% | 0 shares | 12K | $95.76 | 7.3K | |
| Q1 2021 | share | 0.00% | 0 shares | 53K | $93.37 | 7.3K | |
| Q4 2020 | share | Increase | 0.00% | 7.3K shares | 640K | $85.46 | 7.3K |