SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC – IQ Chaikin U.S. Small Cap ETF Transaction History
SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC portfolio value:
$2.41M
portfolio value
SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC quarter portfolio value change:
-3.86%
quarter
IQ Chaikin U.S. Small Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.20% | 4.12K shares | 27K | $28.89 | 83.47K |
| Q2 2022 | share | Increase | +1.71% | 1.33K shares | -357K | $30.05 | 79.35K |
| Q1 2022 | share | Increase | +0.42% | 326 shares | -114K | $35.15 | 78.01K |
| Q4 2021 | share | Increase | 0.00% | 77.68K shares | 2.85M | $36.67 | 77.68K |