Ownership history in Dechtman Wealth Management, LLC Β· 6 quarters on record
This page tracks every 13F SEC filing in which Dechtman Wealth Management, LLC reported a position in ISHARES TR (IQLT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Dechtman Wealth Management, LLC underperformed the S&P 500 by β7.8% annually on this IQLT position. Timing score: 40% (2/5 decisions correct). Average cost basis: $33.38. Maximum drawdown during holding period: β5.6%.
β Significantly underperformed the S&P 500 by 7.8% ann.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct
Best entry: $31.62 (2023 Q3) Β· Worst: $37.69 (2024 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 3 trims. Bought during 1 of 1 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 4.65% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.