DOYLE WEALTH MANAGEMENT – iShares Core S&P Total U.S. Stock Market ETF Transaction History
DOYLE WEALTH MANAGEMENT portfolio value:
$601,000
portfolio value
DOYLE WEALTH MANAGEMENT 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 | +3.29% | 241 shares | -12K | $79.54 | 7.55K |
| Q2 2022 | share | Increase | +8.54% | 576 shares | -68K | $83.78 | 7.31K |
| Q1 2022 | share | Increase | +4.30% | 278 shares | -10K | $100.94 | 6.74K |
| Q4 2021 | share | Increase | +0.54% | 35 shares | 59K | $107.29 | 6.46K |
| Q3 2021 | share | Increase | +37.96% | 1.76K shares | 172K | $98.38 | 6.42K |
| Q2 2021 | share | Increase | +7.35% | 319 shares | 62K | $98.41 | 4.66K |
| Q1 2021 | share | Decrease | -0.21% | -9 shares | 23K | $91.05 | 4.34K |
| Q4 2020 | share | Increase | +0.16% | 7 shares | 47K | $85.42 | 4.35K |
| Q3 2020 | share | Decrease | -3.30% | -148 shares | 16K | $74.49 | 4.34K |
| Q2 2020 | share | Decrease | -21.06% | -1.19K shares | -13K | $68.2 | 4.49K |
| Q1 2020 | share | Increase | +10.57% | 544 shares | -49K | $55.97 | 5.68K |
| Q4 2019 | share | Decrease | -36.09% | -2.90K shares | -166K | $70.77 | 5.14K |
| Q3 2019 | share | Increase | +18.12% | 1.23K shares | 86K | $64.89 | 8.05K |
| Q2 2019 | share | Decrease | -3.18% | -224 shares | -8K | $64.16 | 6.81K |
| Q1 2019 | share | Increase | +510.49% | 5.88K shares | 397K | $61.67 | 7.03K |
| Q4 2018 | share | Increase | 0.00% | 1.15K shares | 65K | $54.16 | 1.15K |