PERSONAL CFO SOLUTIONS, LLC – iShares S&P 500 Growth ETF Transaction History
PERSONAL CFO SOLUTIONS, LLC portfolio value:
$644,000
portfolio value
PERSONAL CFO SOLUTIONS, LLC quarter portfolio value change:
-4.14%
quarter
iShares S&P 500 Growth ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -0.78% | -88 shares | -33K | $57.85 | 11.12K |
Q2 2022 | share | Decrease | -8.92% | -1.09K shares | -263K | $60.35 | 11.21K |
Q1 2022 | share | Decrease | -30.40% | -5.37K shares | -540K | $76.38 | 12.31K |
Q4 2021 | share | Decrease | -6.70% | -1.27K shares | 79K | $84.16 | 17.69K |
Q3 2021 | share | Decrease | -6.63% | -1.34K shares | -76K | $73.91 | 18.96K |
Q2 2021 | share | Decrease | -2.34% | -487 shares | 123K | $72.62 | 20.30K |
Q1 2021 | share | Decrease | -5.56% | -1.22K shares | -51K | $64.94 | 20.79K |
Q4 2020 | share | Increase | +4.43% | 935 shares | 405K | $63.55 | 22.01K |
Q3 2020 | share | Decrease | -8.11% | -1.86K shares | -190K | $57.4 | 21.08K |
Q2 2020 | share | Decrease | -31.48% | -10.54K shares | -192K | $51.41 | 22.94K |
Q1 2020 | share | Increase | +23.90% | 6.46K shares | 74K | $40.8 | 33.48K |
Q4 2019 | share | Increase | +5.56% | 1.42K shares | 162K | $47.72 | 27.02K |
Q3 2019 | share | Increase | 0.00% | 25.6K shares | 1.14M | $44.09 | 25.6K |