SAX WEALTH ADVISORS, LLC – iShares MSCI USA Momentum Factor ETF Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$11.81M
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
-3.81%
quarter
iShares MSCI USA Momentum Factor ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -9.48% | -9.43K shares | -1.75M | $131.18 | 90.08K |
| Q2 2022 | share | Increase | +2.44% | 2.36K shares | -2.77M | $136.37 | 99.51K |
| Q1 2022 | share | Increase | +0.10% | 99 shares | -1.33M | $168.27 | 100.09K |
| Q4 2021 | share | Increase | +11.62% | 10.41K shares | 2.45M | $182.36 | 99.99K |
| Q3 2021 | share | Increase | +4.27% | 3.66K shares | 830K | $175.6 | 89.57K |
| Q2 2021 | share | Decrease | -2.84% | -2.51K shares | 676K | $173.11 | 85.91K |
| Q1 2021 | share | Increase | +30.40% | 20.61K shares | 3.28M | $160.45 | 88.42K |
| Q4 2020 | share | Increase | 0.00% | 67.81K shares | 10.93M | $160.78 | 67.81K |