GREAT POINT WEALTH ADVISORS, LLC – iShares Core Aggressive Allocation ETF Transaction History
GREAT POINT WEALTH ADVISORS, LLC portfolio value:
$499,000
portfolio value
GREAT POINT WEALTH ADVISORS, LLC quarter portfolio value change:
-7.41%
quarter
iShares Core Aggressive Allocation ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -40K | $55.45 | 8.99K | |
| Q2 2022 | share | Increase | +2.10% | 185 shares | -68K | $59.89 | 8.99K |
| Q1 2022 | share | Increase | +0.56% | 49 shares | -31K | $68.94 | 8.81K |
| Q4 2021 | share | Increase | +0.97% | 84 shares | 32K | $72.97 | 8.76K |
| Q3 2021 | share | Increase | +4.37% | 363 shares | 18K | $69.66 | 8.67K |
| Q2 2021 | share | Increase | +2.62% | 212 shares | 46K | $70.11 | 8.31K |
| Q1 2021 | share | Increase | +108.17% | 4.21K shares | 293K | $66.31 | 8.10K |
| Q4 2020 | share | Decrease | -8.59% | -366 shares | 16K | $63.59 | 3.89K |
| Q3 2020 | share | 0.00% | 0 shares | 0 | $56.93 | 4.25K | |
| Q2 2020 | share | Increase | 0.00% | 4.25K shares | 233K | $53.52 | 4.25K |
| Q1 2020 | share | Decrease | -100.00% | -3.72K shares | -216K | $46.12 | 0 |
| Q4 2019 | share | Increase | 0.00% | 3.72K shares | 216K | $56.37 | 3.72K |