BURT WEALTH ADVISORS – iShares Core Growth Allocation ETF Transaction History
BURT WEALTH ADVISORS portfolio value:
$752,000
portfolio value
BURT WEALTH ADVISORS quarter portfolio value change:
-6.71%
quarter
iShares Core Growth Allocation ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -21.62% | -4.63K shares | -276K | $44.78 | 16.79K |
| Q2 2022 | share | Decrease | -13.40% | -3.31K shares | -307K | $48 | 21.42K |
| Q1 2022 | share | Decrease | -51.32% | -26.07K shares | -1.56M | $53.96 | 24.73K |
| Q4 2021 | share | Increase | +4.15% | 2.02K shares | 194K | $57.21 | 50.81K |
| Q3 2021 | share | Increase | +0.01% | 4 shares | -26K | $55.33 | 48.78K |
| Q2 2021 | share | Increase | 0.00% | 2 shares | 119K | $55.59 | 48.78K |
| Q1 2021 | share | Decrease | -0.50% | -244 shares | 54K | $53.05 | 48.77K |
| Q4 2020 | share | Increase | +11.60% | 5.09K shares | 431K | $51.71 | 49.02K |
| Q3 2020 | share | Increase | +0.01% | 5 shares | 90K | $47.51 | 43.92K |
| Q2 2020 | share | Increase | +2.85% | 1.21K shares | 271K | $45.21 | 43.92K |
| Q1 2020 | share | Increase | +23.61% | 8.15K shares | 114K | $40.14 | 42.70K |
| Q4 2019 | share | Decrease | -8.46% | -3.19K shares | -85K | $46.41 | 34.55K |
| Q3 2019 | share | Increase | +0.18% | 68 shares | 4K | $44.12 | 37.74K |
| Q2 2019 | share | Decrease | -0.91% | -346 shares | 34K | $43.67 | 37.67K |
| Q1 2019 | share | Decrease | -34.81% | -20.29K shares | -709K | $42.23 | 38.02K |
| Q4 2018 | share | Increase | +58.10% | 21.43K shares | 744K | $39.03 | 58.31K |
| Q3 2018 | share | Increase | +0.37% | 137 shares | 35K | $42.14 | 36.88K |
| Q2 2018 | share | Increase | +0.01% | 3 shares | -8K | $41.08 | 36.74K |
| Q1 2018 | share | Increase | +0.07% | 24 shares | -12K | $41.12 | 36.74K |
| Q4 2017 | share | Decrease | -4.13% | -1.58K shares | -67K | $41.44 | 36.72K |
| Q3 2017 | share | Increase | +4.33% | 1.59K shares | 116K | $39.98 | 38.30K |
| Q2 2017 | share | Increase | +0.01% | 3 shares | 45K | $38.6 | 36.71K |
| Q1 2017 | share | Increase | +0.01% | 5 shares | 66K | $37.39 | 36.71K |
| Q4 2016 | share | Decrease | -0.57% | -212 shares | -29K | $35.79 | 36.70K |
| Q3 2016 | share | Increase | +0.02% | 6 shares | 42K | $35.93 | 36.91K |
| Q2 2016 | share | Decrease | -1.00% | -372 shares | 6K | $34.67 | 36.91K |
| Q1 2016 | share | Decrease | -73.90% | -105.58K shares | -4.08M | $34.04 | 37.28K |