SOA WEALTH ADVISORS, LLC. – iShares Core High Dividend ETF Transaction History
SOA WEALTH ADVISORS, LLC. portfolio value:
$1.63M
portfolio value
SOA 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 | Increase | +0.78% | 138 shares | -150K | $91.29 | 17.93K |
| Q2 2022 | share | Increase | +33.92% | 4.50K shares | 367K | $100.43 | 17.79K |
| Q1 2022 | share | Increase | +3.20% | 412 shares | 122K | $106.89 | 13.28K |
| Q4 2021 | share | Increase | +0.15% | 19 shares | 87K | $100.85 | 12.87K |
| Q3 2021 | share | 0.00% | 0 shares | -30K | $94.26 | 12.85K | |
| Q2 2021 | share | Decrease | -1.65% | -216 shares | 1K | $95.76 | 12.85K |
| Q1 2021 | share | Decrease | -4.88% | -671 shares | 2K | $93.37 | 13.07K |
| Q4 2020 | share | Increase | 0.00% | 13.74K shares | 1.23M | $85.46 | 13.74K |