MASCOMA WEALTH MANAGEMENT LLC – iShares Core Aggressive Allocation ETF Transaction History
MASCOMA WEALTH MANAGEMENT LLC portfolio value:
$135,000
portfolio value
MASCOMA WEALTH MANAGEMENT LLC quarter portfolio value change:
-7.41%
quarter
iShares Core Aggressive Allocation ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -6.77% | -177 shares | -21K | $55.45 | 2.43K |
| Q2 2022 | share | Increase | +5.83% | 144 shares | -14K | $59.89 | 2.61K |
| Q1 2022 | share | Increase | +37.47% | 673 shares | 39K | $68.94 | 2.46K |
| Q4 2021 | share | Increase | +17.62% | 269 shares | 24K | $72.97 | 1.79K |
| Q3 2021 | share | Increase | 0.00% | 1.52K shares | 107K | $69.66 | 1.52K |
| Q1 2021 | share | Increase | 0.00% | 1.11K shares | 75K | $66.31 | 1.11K |