BOGART WEALTH, LLC – iShares S&P 500 Growth ETF Transaction History
BOGART WEALTH, LLC portfolio value:
$108,000
portfolio value
BOGART WEALTH, LLC quarter portfolio value change:
-4.14%
quarter
iShares S&P 500 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -26.45% | -673 shares | -46K | $57.85 | 1.87K |
| Q2 2022 | share | Decrease | -13.79% | -407 shares | -71K | $60.35 | 2.54K |
| Q1 2022 | share | Decrease | -15.01% | -521 shares | -65K | $76.38 | 2.95K |
| Q4 2021 | share | Increase | +10.36% | 326 shares | 58K | $84.16 | 3.47K |
| Q3 2021 | share | Increase | +19.85% | 521 shares | 41K | $73.91 | 3.14K |
| Q2 2021 | share | Increase | +181.95% | 1.69K shares | 130K | $72.62 | 2.62K |
| Q1 2021 | share | Increase | 0.00% | 931 shares | 61K | $64.94 | 931 |
| Q1 2018 | share | Decrease | -100.00% | -144 shares | -5K | $37.22 | 0 |
| Q4 2017 | share | 0.00% | 0 shares | 0 | $36.56 | 144 | |
| Q3 2017 | share | Increase | 0.00% | 144 shares | 5K | $34.2 | 144 |