EVERSOURCE WEALTH ADVISORS, LLC – iShares Core S&P Small-Cap ETF Transaction History
EVERSOURCE WEALTH ADVISORS, LLC portfolio value:
$719,000
portfolio value
EVERSOURCE WEALTH ADVISORS, LLC quarter portfolio value change:
-5.65%
quarter
iShares Core S&P Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +33.95% | 2.09K shares | 150K | $87.19 | 8.25K |
| Q2 2022 | share | Decrease | -18.65% | -1.41K shares | -248K | $92.41 | 6.15K |
| Q1 2022 | share | Increase | +19.93% | 1.25K shares | 93K | $107.88 | 7.57K |
| Q4 2021 | share | Increase | 0.00% | 6.31K shares | 724K | $114.65 | 6.31K |