TWELVE POINTS WEALTH MANAGEMENT LLC – iShares Core Dividend Growth ETF Transaction History
TWELVE POINTS WEALTH MANAGEMENT LLC portfolio value:
$319,000
portfolio value
TWELVE POINTS WEALTH MANAGEMENT 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 | Decrease | -2.66% | -196 shares | -32K | $44.47 | 7.16K |
| Q2 2022 | share | Decrease | -11.09% | -918 shares | -91K | $47.64 | 7.36K |
| Q1 2022 | share | Decrease | -30.42% | -3.62K shares | -219K | $53.41 | 8.28K |
| Q4 2021 | share | Increase | 0.00% | 11.90K shares | 661K | $55.56 | 11.90K |