PLANNING DIRECTIONS INC – iShares Core S&P Total U.S. Stock Market ETF Transaction History
PLANNING DIRECTIONS INC portfolio value:
$437,000
portfolio value
PLANNING DIRECTIONS INC quarter portfolio value change:
-5.06%
quarter
iShares Core S&P Total U.S. Stock Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.48% | 26 shares | -21K | $79.54 | 5.49K |
| Q2 2022 | share | Decrease | -1.51% | -84 shares | -102K | $83.78 | 5.46K |
| Q1 2022 | share | Increase | +0.31% | 17 shares | -32K | $100.94 | 5.54K |
| Q4 2021 | share | Decrease | -2.09% | -118 shares | 36K | $107.29 | 5.53K |
| Q3 2021 | share | Decrease | -1.46% | -84 shares | -10K | $98.38 | 5.65K |
| Q2 2021 | share | Decrease | -2.73% | -161 shares | 26K | $98.41 | 5.73K |
| Q1 2021 | share | Decrease | -1.93% | -116 shares | 22K | $91.05 | 5.89K |
| Q4 2020 | share | Increase | +0.38% | 23 shares | 66K | $85.42 | 6.01K |
| Q3 2020 | share | Decrease | -4.57% | -287 shares | 16K | $74.49 | 5.98K |
| Q2 2020 | share | Decrease | -51.60% | -6.69K shares | -306K | $68.2 | 6.27K |
| Q1 2020 | share | Increase | +115.72% | 6.95K shares | 305K | $55.97 | 12.96K |
| Q4 2019 | share | Increase | +0.13% | 8 shares | 34K | $70.77 | 6.01K |
| Q3 2019 | share | Decrease | -4.20% | -263 shares | -14K | $64.89 | 6.00K |
| Q2 2019 | share | Decrease | -4.47% | -293 shares | -5K | $64.16 | 6.26K |
| Q1 2019 | share | Decrease | -2.61% | -176 shares | 40K | $61.67 | 6.55K |
| Q4 2018 | share | Increase | +1.04% | 69 shares | -62K | $54.16 | 6.73K |
| Q3 2018 | share | Increase | +5.33% | 337 shares | 48K | $63.12 | 6.66K |
| Q2 2018 | share | Decrease | -1.92% | -124 shares | 6K | $58.96 | 6.32K |
| Q1 2018 | share | Increase | 0.00% | 6.45K shares | 390K | $56.79 | 6.45K |