PRINCIPLE WEALTH PARTNERS LLC – iShares S&P Small-Cap 600 Growth ETF Transaction History
PRINCIPLE WEALTH PARTNERS LLC portfolio value:
$452,000
portfolio value
PRINCIPLE WEALTH PARTNERS LLC quarter portfolio value change:
-3.47%
quarter
iShares S&P Small-Cap 600 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +18.42% | 692 shares | 56K | $101.67 | 4.44K |
| Q2 2022 | share | Decrease | -5.51% | -219 shares | -101K | $105.32 | 3.75K |
| Q1 2022 | share | Decrease | -10.55% | -469 shares | -120K | $125.1 | 3.97K |
| Q4 2021 | share | Decrease | -22.98% | -1.32K shares | -133K | $138.89 | 4.44K |
| Q3 2021 | share | 0.00% | 0 shares | -15K | $130.04 | 5.77K | |
| Q2 2021 | share | 0.00% | 0 shares | 25K | $132.27 | 5.77K | |
| Q1 2021 | share | Increase | +0.49% | 28 shares | 84K | $127.75 | 5.77K |
| Q4 2020 | share | Increase | 0.00% | 5.74K shares | 656K | $113.6 | 5.74K |
| Q3 2020 | share | Decrease | -100.00% | -484 shares | -41K | $87.58 | 0 |
| Q2 2020 | share | Increase | 0.00% | 484 shares | 41K | $84.09 | 484 |