CEDAR WEALTH MANAGEMENT, LLC – iShares Core S&P 500 ETF Transaction History
CEDAR WEALTH MANAGEMENT, LLC portfolio value:
$111,000
portfolio value
CEDAR WEALTH MANAGEMENT, 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 | Increase | +62.63% | 119 shares | 39K | $358.65 | 309 |
| Q2 2022 | share | Decrease | -2.06% | -4 shares | -16K | $379.15 | 190 |
| Q1 2022 | share | Decrease | -58.01% | -268 shares | -132K | $453.69 | 194 |
| Q4 2021 | share | Decrease | -25.60% | -159 shares | -48K | $478.18 | 462 |
| Q3 2021 | share | Decrease | -4.02% | -26 shares | -10K | $430.82 | 621 |
| Q2 2021 | share | Decrease | -5.69% | -39 shares | 5K | $428.29 | 647 |
| Q1 2021 | share | 0.00% | 0 shares | 15K | $395.17 | 686 | |
| Q4 2020 | share | 0.00% | 0 shares | 27K | $371.65 | 686 | |
| Q3 2020 | share | Decrease | -16.14% | -132 shares | -22K | $331.25 | 686 |
| Q2 2020 | share | Increase | +27.61% | 177 shares | 87K | $303.84 | 818 |
| Q1 2020 | share | Increase | 0.00% | 641 shares | 166K | $252.48 | 641 |