PERSONAL CFO SOLUTIONS, LLC – iShares Core S&P 500 ETF Transaction History
PERSONAL CFO SOLUTIONS, LLC portfolio value:
$2.92M
portfolio value
PERSONAL CFO SOLUTIONS, 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 | Decrease | -2.54% | -212 shares | -247K | $358.65 | 8.14K |
| Q2 2022 | share | Increase | +0.78% | 65 shares | -593K | $379.15 | 8.35K |
| Q1 2022 | share | Decrease | -12.08% | -1.13K shares | -737K | $453.69 | 8.29K |
| Q4 2021 | share | Decrease | -1.36% | -130 shares | 379K | $478.18 | 9.43K |
| Q3 2021 | share | Decrease | -4.14% | -413 shares | -169K | $430.82 | 9.56K |
| Q2 2021 | share | Decrease | -2.53% | -259 shares | 217K | $428.29 | 9.97K |
| Q1 2021 | share | Decrease | -5.98% | -651 shares | -15K | $395.17 | 10.23K |
| Q4 2020 | share | Increase | +3.30% | 348 shares | 86K | $371.65 | 10.88K |
| Q3 2020 | share | Decrease | -5.96% | -668 shares | 530K | $331.25 | 10.53K |
| Q2 2020 | share | Decrease | -1.96% | -224 shares | 517K | $303.84 | 11.20K |
| Q1 2020 | share | Increase | +6.15% | 662 shares | -527K | $252.48 | 11.42K |
| Q4 2019 | share | Increase | +11.75% | 1.13K shares | 628K | $313.89 | 10.76K |
| Q3 2019 | share | Increase | 0.00% | 9.63K shares | 2.85M | $288.05 | 9.63K |