MASCOMA WEALTH MANAGEMENT LLC – iShares Core Conservative Allocation ETF Transaction History
MASCOMA WEALTH MANAGEMENT LLC portfolio value:
$83,000
portfolio value
MASCOMA WEALTH MANAGEMENT LLC quarter portfolio value change:
-5.64%
quarter
iShares Core Conservative Allocation ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +7.39% | 175 shares | 1K | $32.62 | 2.54K |
| Q2 2022 | share | Increase | +18.40% | 368 shares | 7K | $34.57 | 2.36K |
| Q1 2022 | share | 0.00% | 0 shares | -5K | $37.67 | 2K | |
| Q4 2021 | share | Increase | 0.00% | 2K shares | 80K | $39.95 | 2K |