MARK SHEPTOFF FINANCIAL PLANNING, LLC – iShares Core S&P 500 ETF Transaction History
MARK SHEPTOFF FINANCIAL PLANNING, LLC portfolio value:
$85,000
portfolio value
MARK SHEPTOFF FINANCIAL PLANNING, LLC 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 | 0.00% | 0 shares | -5K | $358.65 | 238 | |
| Q2 2022 | share | 0.00% | 0 shares | -18K | $379.15 | 238 | |
| Q1 2022 | share | 0.00% | 0 shares | -6K | $453.69 | 238 | |
| Q4 2021 | share | Increase | +310.34% | 180 shares | 98K | $478.18 | 238 |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $430.82 | 58 | |
| Q2 2021 | share | 0.00% | 0 shares | 0 | $428.29 | 58 | |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $395.17 | 58 | |
| Q4 2020 | share | 0.00% | 0 shares | 0 | $371.65 | 58 | |
| Q3 2020 | share | 0.00% | 0 shares | 0 | $331.25 | 58 | |
| Q2 2020 | share | 0.00% | 0 shares | 0 | $303.84 | 58 | |
| Q1 2020 | share | 0.00% | 0 shares | 0 | $252.48 | 58 | |
| Q4 2019 | share | 0.00% | 0 shares | 0 | $313.89 | 58 | |
| Q3 2019 | share | 0.00% | 0 shares | 0 | $288.05 | 58 | |
| Q2 2019 | share | 0.00% | 0 shares | 0 | $283 | 58 | |
| Q1 2019 | share | Increase | +314.29% | 44 shares | 12K | $271.55 | 58 |
| Q4 2018 | share | Increase | 0.00% | 14 shares | 4K | $239.15 | 14 |