HARVEST GROUP WEALTH MANAGEMENT, LLC – iShares Morningstar Value ETF Transaction History
HARVEST GROUP WEALTH MANAGEMENT, LLC portfolio value:
$921,000
portfolio value
HARVEST GROUP WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.49%
quarter
iShares Morningstar Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.41% | -380 shares | -77K | $56.47 | 15.36K |
| Q2 2022 | share | Increase | 0.00% | 15.74K shares | 998K | $60.39 | 15.74K |