EVERSOURCE WEALTH ADVISORS, LLC – iShares Core S&P 500 ETF Transaction History
EVERSOURCE WEALTH ADVISORS, LLC portfolio value:
$2.53M
portfolio value
EVERSOURCE WEALTH ADVISORS, LLC quarter portfolio value change:
-5.41%
quarter
iShares Core S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +12.95% | 809 shares | 162K | $358.65 | 7.05K |
| Q2 2022 | share | Increase | +18.00% | 953 shares | -33K | $379.15 | 6.24K |
| Q1 2022 | share | Increase | +48.92% | 1.73K shares | 706K | $453.69 | 5.29K |
| Q4 2021 | share | Increase | 0.00% | 3.55K shares | 1.69M | $478.18 | 3.55K |