PLANNING DIRECTIONS INC – iShares Core S&P 500 ETF Transaction History
PLANNING DIRECTIONS INC portfolio value:
$266,000
portfolio value
PLANNING DIRECTIONS INC quarter portfolio value change:
-5.41%
quarter
iShares Core S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.27% | 2 shares | -14K | $358.65 | 741 |
| Q2 2022 | share | Increase | +0.14% | 1 shares | -55K | $379.15 | 739 |
| Q1 2022 | share | Increase | +0.14% | 1 shares | -17K | $453.69 | 738 |
| Q4 2021 | share | Increase | +0.14% | 1 shares | 35K | $478.18 | 737 |
| Q3 2021 | share | Increase | +0.27% | 2 shares | 1K | $430.82 | 736 |
| Q2 2021 | share | Decrease | -10.81% | -89 shares | -12K | $428.29 | 734 |
| Q1 2021 | share | Decrease | -6.90% | -61 shares | -4K | $395.17 | 823 |
| Q4 2020 | share | Decrease | -2.96% | -27 shares | 26K | $371.65 | 884 |
| Q3 2020 | share | Increase | +0.22% | 2 shares | 25K | $331.25 | 911 |
| Q2 2020 | share | Increase | 0.00% | 909 shares | 281K | $303.84 | 909 |
| Q1 2020 | share | Decrease | -100.00% | -687 shares | -222K | $252.48 | 0 |
| Q4 2019 | share | Decrease | -4.18% | -30 shares | 8K | $313.89 | 687 |
| Q3 2019 | share | Increase | +0.14% | 1 shares | 3K | $288.05 | 717 |
| Q2 2019 | share | Increase | +0.28% | 2 shares | 8K | $283 | 716 |
| Q1 2019 | share | Increase | 0.00% | 714 shares | 203K | $271.55 | 714 |
| Q4 2018 | share | Decrease | -100.00% | -710 shares | -208K | $239.15 | 0 |
| Q3 2018 | share | Increase | 0.00% | 710 shares | 208K | $276.32 | 710 |