HHM WEALTH ADVISORS, LLC – iShares Morningstar U.S. Equity ETF Transaction History
HHM WEALTH ADVISORS, LLC portfolio value:
$143,000
portfolio value
HHM WEALTH ADVISORS, LLC quarter portfolio value change:
-4.95%
quarter
iShares Morningstar U.S. Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -7K | $49.39 | 2.89K | |
| Q2 2022 | share | 0.00% | 0 shares | -32K | $51.96 | 2.89K | |
| Q1 2022 | share | 0.00% | 0 shares | -10K | $62.85 | 2.89K | |
| Q4 2021 | share | 0.00% | 0 shares | 16K | $66.66 | 2.89K | |
| Q3 2021 | share | Decrease | -2.20% | -65 shares | -4K | $60.69 | 2.89K |
| Q2 2021 | share | Decrease | -3.27% | -100 shares | 8K | $60.53 | 2.96K |
| Q1 2021 | share | 0.00% | 0 shares | 6K | $55.73 | 3.06K | |
| Q4 2020 | share | 0.00% | 0 shares | 17K | $53.72 | 3.06K | |
| Q3 2020 | share | 0.00% | 0 shares | 15K | $48.15 | 3.06K | |
| Q2 2020 | share | 0.00% | 0 shares | 22K | $42.94 | 3.06K | |
| Q1 2020 | share | Increase | 0.00% | 3.06K shares | 112K | $35.95 | 3.06K |