TOWERPOINT WEALTH, LLC – iShares Morningstar Growth ETF Transaction History
TOWERPOINT WEALTH, LLC portfolio value:
$1.36M
portfolio value
TOWERPOINT WEALTH, LLC quarter portfolio value change:
-3.65%
quarter
iShares Morningstar Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.49% | -140 shares | -58K | $48.26 | 28.17K |
| Q2 2022 | share | Decrease | -5.22% | -1.56K shares | -524K | $50.09 | 28.31K |
| Q1 2022 | share | Decrease | -0.20% | -60 shares | -208K | $65 | 29.87K |
| Q4 2021 | share | 0.00% | 0 shares | 188K | $72.23 | 29.93K | |
| Q3 2021 | share | Decrease | -1.37% | -415 shares | -3K | $65.55 | 29.93K |
| Q2 2021 | share | Decrease | -5.91% | -1.90K shares | 104K | $64.68 | 30.35K |
| Q1 2021 | share | Decrease | -9.47% | -3.37K shares | -205K | $57.57 | 32.25K |
| Q4 2020 | share | Decrease | -7.59% | -2.92K shares | 4K | $57.83 | 35.63K |
| Q3 2020 | share | Decrease | -20.63% | -10.02K shares | -216K | $53.32 | 38.55K |
| Q2 2020 | share | Decrease | -7.33% | -3.84K shares | 331K | $46.71 | 48.57K |
| Q1 2020 | share | Decrease | -4.77% | -2.62K shares | -364K | $36.97 | 52.42K |
| Q4 2019 | share | Decrease | -2.39% | -1.35K shares | 152K | $41.74 | 55.04K |
| Q3 2019 | share | Decrease | -0.53% | -300 shares | -50K | $37.99 | 56.39K |
| Q2 2019 | share | Decrease | -0.44% | -250 shares | 127K | $38.02 | 56.69K |
| Q1 2019 | share | Decrease | -1.19% | -685 shares | 255K | $36.19 | 56.94K |
| Q4 2018 | share | Increase | 0.00% | 57.63K shares | 1.82M | $31.33 | 57.63K |