SUMMIT FINANCIAL STRATEGIES, INC. – iShares Russell 3000 ETF Transaction History
SUMMIT FINANCIAL STRATEGIES, INC. portfolio value:
$321,000
portfolio value
SUMMIT FINANCIAL STRATEGIES, INC. quarter portfolio value change:
-4.76%
quarter
iShares Russell 3000 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -16K | $207.04 | 1.54K | |
| Q2 2022 | share | 0.00% | 0 shares | -69K | $217.39 | 1.54K | |
| Q1 2022 | share | 0.00% | 0 shares | -24K | $262.37 | 1.54K | |
| Q4 2021 | share | Decrease | -6.57% | -109 shares | 7K | $278.5 | 1.54K |
| Q3 2021 | share | 0.00% | 0 shares | -1K | $254.85 | 1.65K | |
| Q2 2021 | share | 0.00% | 0 shares | 31K | $255.1 | 1.65K | |
| Q1 2021 | share | 0.00% | 0 shares | 22K | $235.97 | 1.65K | |
| Q4 2020 | share | 0.00% | 0 shares | 47K | $221.71 | 1.65K | |
| Q3 2020 | share | 0.00% | 0 shares | 25K | $193.36 | 1.65K | |
| Q2 2020 | share | Increase | 0.00% | 1.65K shares | 299K | $177.18 | 1.65K |