MASCOMA WEALTH MANAGEMENT LLC – iShares S&P 500 Value ETF Transaction History
MASCOMA WEALTH MANAGEMENT LLC portfolio value:
$82,000
portfolio value
MASCOMA WEALTH MANAGEMENT LLC quarter portfolio value change:
-6.50%
quarter
iShares S&P 500 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -6K | $128.52 | 638 | |
| Q2 2022 | share | 0.00% | 0 shares | -11K | $137.46 | 638 | |
| Q1 2022 | share | Increase | 0.00% | 638 shares | 99K | $155.72 | 638 |
| Q1 2017 | share | Decrease | -100.00% | -200 shares | -20K | $93.4 | 0 |
| Q4 2016 | share | Increase | 0.00% | 200 shares | 20K | $90.53 | 200 |