CYPRESS WEALTH SERVICES, LLC – iShares S&P 500 Value ETF Transaction History
CYPRESS WEALTH SERVICES, LLC portfolio value:
$224,000
portfolio value
CYPRESS WEALTH SERVICES, LLC quarter portfolio value change:
-6.50%
quarter
iShares S&P 500 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +12.29% | 187 shares | 15K | $128.52 | 1.70K |
| Q2 2022 | share | Increase | 0.00% | 1.52K shares | 209K | $137.46 | 1.52K |
| Q1 2020 | share | Decrease | -100.00% | -4.01K shares | -522K | $93.09 | 0 |
| Q4 2019 | share | Increase | +5.39% | 205 shares | 69K | $124.71 | 4.01K |
| Q3 2019 | share | 0.00% | 0 shares | 9K | $113.56 | 3.80K | |
| Q2 2019 | share | Increase | +9.46% | 329 shares | 52K | $110.44 | 3.80K |
| Q1 2019 | share | Increase | +13.11% | 403 shares | 81K | $106.21 | 3.47K |
| Q4 2018 | share | Increase | 0.00% | 3.07K shares | 311K | $94.74 | 3.07K |