PELOTON WEALTH STRATEGISTS – iShares S&P 100 ETF Transaction History
PELOTON WEALTH STRATEGISTS portfolio value:
$2.80M
portfolio value
PELOTON WEALTH STRATEGISTS quarter portfolio value change:
-5.78%
quarter
iShares S&P 100 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.42% | -428 shares | -246K | $162.5 | 17.25K |
| Q2 2022 | share | Decrease | -2.47% | -448 shares | -731K | $172.47 | 17.68K |
| Q1 2022 | share | Increase | +2.20% | 391 shares | -107K | $208.52 | 18.13K |
| Q4 2021 | share | Increase | +5.68% | 953 shares | 573K | $219.96 | 17.74K |
| Q3 2021 | share | Decrease | -0.83% | -141 shares | -7K | $197.44 | 16.79K |
| Q2 2021 | share | Increase | +9.64% | 1.48K shares | 545K | $195.57 | 16.93K |
| Q1 2021 | share | Increase | +11.86% | 1.63K shares | 407K | $178.81 | 15.44K |
| Q4 2020 | share | Increase | 0.00% | 13.80K shares | 2.37M | $170.12 | 13.80K |