YORKBRIDGE WEALTH PARTNERS, LLC – iShares Russell 2000 ETF Transaction History
YORKBRIDGE WEALTH PARTNERS, LLC portfolio value:
$367,000
portfolio value
YORKBRIDGE WEALTH PARTNERS, LLC quarter portfolio value change:
-2.62%
quarter
iShares Russell 2000 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -10K | $164.92 | 2.22K | |
| Q2 2022 | share | 0.00% | 0 shares | -80K | $169.36 | 2.22K | |
| Q1 2022 | share | Increase | +7.22% | 150 shares | -5K | $205.27 | 2.22K |
| Q4 2021 | share | Decrease | -0.05% | -1 shares | 8K | $222.93 | 2.07K |
| Q3 2021 | share | Increase | +3.95% | 79 shares | -5K | $218.75 | 2.07K |
| Q2 2021 | share | 0.00% | 0 shares | 17K | $228.67 | 1.99K | |
| Q1 2021 | share | Decrease | -0.99% | -20 shares | 46K | $219.94 | 1.99K |
| Q4 2020 | share | Increase | +6.94% | 131 shares | 113K | $194.81 | 2.01K |
| Q3 2020 | share | Decrease | -1.05% | -20 shares | 10K | $148.37 | 1.88K |
| Q2 2020 | share | 0.00% | 0 shares | 55K | $141.27 | 1.90K | |
| Q1 2020 | share | Decrease | -38.89% | -1.21K shares | -299K | $112.56 | 1.90K |
| Q4 2019 | share | Decrease | -10.85% | -380 shares | -13K | $162.3 | 3.12K |
| Q3 2019 | share | Increase | +46.59% | 1.11K shares | 159K | $147.73 | 3.50K |
| Q2 2019 | share | Increase | +20.05% | 399 shares | 66K | $151.25 | 2.38K |
| Q1 2019 | share | Decrease | -4.69% | -98 shares | 25K | $148.38 | 1.99K |
| Q4 2018 | share | 0.00% | 0 shares | -67K | $129.43 | 2.08K | |
| Q3 2018 | share | 0.00% | 0 shares | 5K | $162.37 | 2.08K | |
| Q2 2018 | share | 0.00% | 0 shares | 19K | $156.78 | 2.08K | |
| Q1 2018 | share | 0.00% | 0 shares | 14K | $145.35 | 2.08K | |
| Q4 2017 | share | Increase | +43.21% | 630 shares | 93K | $145.61 | 2.08K |
| Q3 2017 | share | 0.00% | 0 shares | 9K | $140.99 | 1.45K | |
| Q2 2017 | share | Increase | +1.39% | 20 shares | 7K | $133.18 | 1.45K |
| Q1 2017 | share | 0.00% | 0 shares | 7K | $129.93 | 1.43K | |
| Q4 2016 | share | Increase | 0.00% | 1.43K shares | 193K | $127.07 | 1.43K |