TRUE PRIVATE WEALTH ADVISORS – iShares Core Moderate Allocation ETF Transaction History
TRUE PRIVATE WEALTH ADVISORS portfolio value:
$667,000
portfolio value
TRUE PRIVATE WEALTH ADVISORS quarter portfolio value change:
-6.03%
quarter
iShares Core Moderate Allocation ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.79% | 997 shares | -4K | $36.61 | 18.22K |
| Q2 2022 | share | Increase | +12.60% | 1.92K shares | 43K | $38.96 | 17.22K |
| Q1 2022 | share | Increase | +130.35% | 8.65K shares | 326K | $42.97 | 15.3K |
| Q4 2021 | share | Increase | +6.65% | 414 shares | 24K | $45.56 | 6.64K |
| Q3 2021 | share | Increase | +35.60% | 1.63K shares | 72K | $44.62 | 6.22K |
| Q2 2021 | share | Increase | 0.00% | 4.59K shares | 206K | $44.74 | 4.59K |
| Q4 2020 | share | Decrease | -51.43% | -3.84K shares | -150K | $42.79 | 3.63K |
| Q3 2020 | share | Decrease | -1.93% | -147 shares | 3K | $40.25 | 7.48K |
| Q2 2020 | share | Increase | 0.00% | 7.63K shares | 304K | $38.85 | 7.63K |
| Q1 2020 | share | Decrease | -100.00% | -4.37K shares | -175K | $35.61 | 0 |
| Q4 2019 | share | Decrease | -36.54% | -2.51K shares | -95K | $38.9 | 4.37K |
| Q3 2019 | share | Increase | +61.23% | 2.61K shares | 104K | $37.59 | 6.89K |
| Q2 2019 | share | Decrease | -41.05% | -2.97K shares | -109K | $37.01 | 4.27K |
| Q1 2019 | share | Increase | 0.00% | 7.25K shares | 275K | $35.9 | 7.25K |