PRINCIPLE WEALTH PARTNERS LLC – iShares S&P 500 Growth ETF Transaction History
PRINCIPLE WEALTH PARTNERS LLC portfolio value:
$321,000
portfolio value
PRINCIPLE WEALTH PARTNERS 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 | Increase | +4.23% | 225 shares | 0 | $57.85 | 5.54K |
| Q2 2022 | share | 0.00% | 0 shares | -85K | $60.35 | 5.31K | |
| Q1 2022 | share | 0.00% | 0 shares | -39K | $76.38 | 5.31K | |
| Q4 2021 | share | 0.00% | 0 shares | 52K | $84.16 | 5.31K | |
| Q3 2021 | share | 0.00% | 0 shares | 6K | $73.91 | 5.31K | |
| Q2 2021 | share | 0.00% | 0 shares | 41K | $72.62 | 5.31K | |
| Q1 2021 | share | Decrease | -8.80% | -513 shares | -26K | $64.94 | 5.31K |
| Q4 2020 | share | 0.00% | 0 shares | 35K | $63.55 | 5.83K | |
| Q3 2020 | share | Increase | +50.78% | 1.96K shares | 136K | $57.4 | 5.83K |
| Q2 2020 | share | Increase | 0.00% | 3.86K shares | 201K | $51.41 | 3.86K |