CORNERSTONE WEALTH MANAGEMENT, LLC – iShares Morningstar Growth ETF Transaction History
CORNERSTONE WEALTH MANAGEMENT, LLC portfolio value:
$6.12M
portfolio value
CORNERSTONE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.65%
quarter
iShares Morningstar Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +11.40% | 12.98K shares | 418K | $48.26 | 126.94K |
| Q2 2022 | share | Increase | +21.86% | 20.44K shares | -371K | $50.09 | 113.96K |
| Q1 2022 | share | Increase | +7.45% | 6.48K shares | -177K | $65 | 93.51K |
| Q4 2021 | share | Decrease | -0.27% | -234 shares | 535K | $72.23 | 87.03K |
| Q3 2021 | share | Increase | +2.42% | 2.06K shares | 203K | $65.55 | 87.26K |
| Q2 2021 | share | Increase | +1.83% | 1.52K shares | 690K | $64.68 | 85.20K |
| Q1 2021 | share | Decrease | -0.17% | -140 shares | -32K | $57.57 | 83.68K |
| Q4 2020 | share | Increase | +2.13% | 1.75K shares | 470K | $57.83 | 83.82K |
| Q3 2020 | share | Decrease | -4.41% | -3.79K shares | 364K | $53.32 | 82.07K |
| Q2 2020 | share | Increase | +11.36% | 8.76K shares | 1.16M | $46.71 | 85.86K |
| Q1 2020 | share | Increase | 0.00% | 77.1K shares | 2.86M | $36.97 | 77.1K |
| Q3 2018 | share | Decrease | -51.76% | -122.47K shares | -117K | $36.65 | 114.16K |
| Q2 2018 | share | Increase | 0.00% | 236.63K shares | 271K | $34.4 | 236.63K |