MARIETTA WEALTH MANAGEMENT, LLC – iShares Core S&P Total U.S. Stock Market ETF Transaction History
MARIETTA WEALTH MANAGEMENT, LLC portfolio value:
$345,000
portfolio value
MARIETTA WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.06%
quarter
iShares Core S&P Total U.S. Stock Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.85% | 161 shares | -5K | $79.54 | 4.34K |
| Q2 2022 | share | Increase | +6.55% | 257 shares | -46K | $83.78 | 4.18K |
| Q1 2022 | share | Increase | +42.68% | 1.17K shares | 102K | $100.94 | 3.92K |
| Q4 2021 | share | Increase | +2.15% | 58 shares | 29K | $107.29 | 2.75K |
| Q3 2021 | share | Increase | +4.87% | 125 shares | 11K | $98.38 | 2.69K |
| Q2 2021 | share | Increase | +15.57% | 346 shares | 50K | $98.41 | 2.56K |
| Q1 2021 | share | Increase | 0.00% | 2.22K shares | 204K | $91.05 | 2.22K |