WEALTH EFFECTS LLC – iShares Select Dividend ETF Transaction History
WEALTH EFFECTS LLC portfolio value:
$210,000
portfolio value
WEALTH EFFECTS 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 | -13.30% | -300 shares | -55K | $107.22 | 1.95K |
| Q2 2022 | share | 0.00% | 0 shares | -24K | $117.67 | 2.25K | |
| Q1 2022 | share | 0.00% | 0 shares | 13K | $128.13 | 2.25K | |
| Q4 2021 | share | Increase | 0.00% | 2.25K shares | 276K | $122.43 | 2.25K |