WEALTH ADVISORS OF TAMPA BAY, LLC – iShares Core S&P 500 ETF Transaction History
WEALTH ADVISORS OF TAMPA BAY, LLC portfolio value:
$955,000
portfolio value
WEALTH ADVISORS OF TAMPA BAY, 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 | Decrease | -50.00% | -2.66K shares | -1.06M | $358.65 | 2.66K |
| Q2 2022 | share | 0.00% | 0 shares | -398K | $379.15 | 5.32K | |
| Q1 2022 | share | Decrease | -8.07% | -468 shares | -347K | $453.69 | 5.32K |
| Q4 2021 | share | Increase | +91.10% | 2.76K shares | 1.45M | $478.18 | 5.79K |
| Q3 2021 | share | 0.00% | 0 shares | 3K | $430.82 | 3.03K | |
| Q2 2021 | share | Decrease | -8.51% | -282 shares | -15K | $428.29 | 3.03K |
| Q1 2021 | share | 0.00% | 0 shares | 75K | $395.17 | 3.31K | |
| Q4 2020 | share | Increase | +0.64% | 21 shares | 137K | $371.65 | 3.31K |
| Q3 2020 | share | 0.00% | 0 shares | 87K | $331.25 | 3.29K | |
| Q2 2020 | share | 0.00% | 0 shares | 169K | $303.84 | 3.29K | |
| Q1 2020 | share | Decrease | -3.82% | -131 shares | -256K | $252.48 | 3.29K |
| Q4 2019 | share | Decrease | -4.99% | -180 shares | 31K | $313.89 | 3.42K |
| Q3 2019 | share | 0.00% | 0 shares | 13K | $288.05 | 3.60K | |
| Q2 2019 | share | Decrease | -14.13% | -593 shares | -132K | $283 | 3.60K |
| Q1 2019 | share | Decrease | -1.29% | -55 shares | 125K | $271.55 | 4.19K |
| Q4 2018 | share | Increase | +7.18% | 285 shares | -92K | $239.15 | 4.25K |
| Q3 2018 | share | 0.00% | 0 shares | 76K | $276.32 | 3.96K | |
| Q2 2018 | share | Decrease | -1.66% | -67 shares | 14K | $256.62 | 3.96K |
| Q1 2018 | share | Decrease | -10.11% | -454 shares | -166K | $248.24 | 4.03K |
| Q4 2017 | share | Increase | 0.00% | 4.48K shares | 1.23M | $250.34 | 4.48K |