9258 WEALTH MANAGEMENT, LLC – iShares S&P 500 Growth ETF Transaction History
9258 WEALTH MANAGEMENT, LLC portfolio value:
$904,000
portfolio value
9258 WEALTH MANAGEMENT, 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 | Decrease | -7.13% | -1.2K shares | -111K | $57.85 | 15.62K |
| Q2 2022 | share | Decrease | -2.64% | -457 shares | -305K | $60.35 | 16.82K |
| Q1 2022 | share | Increase | +6.85% | 1.10K shares | -33K | $76.38 | 17.27K |
| Q4 2021 | share | Increase | +23.50% | 3.07K shares | 385K | $84.16 | 16.17K |
| Q3 2021 | share | Increase | +0.67% | 87 shares | 22K | $73.91 | 13.09K |
| Q2 2021 | share | Increase | +2.77% | 350 shares | 122K | $72.62 | 13.00K |
| Q1 2021 | share | Increase | +1.83% | 228 shares | 31K | $64.94 | 12.65K |
| Q4 2020 | share | Decrease | -73.79% | -34.99K shares | 127K | $63.55 | 12.43K |
| Q3 2020 | share | Increase | +300.00% | 35.56K shares | 51K | $57.4 | 47.42K |
| Q2 2020 | share | 0.00% | 0 shares | 66K | $51.41 | 11.85K | |
| Q1 2020 | share | 0.00% | 0 shares | -25K | $40.8 | 11.85K | |
| Q4 2019 | share | Increase | 0.00% | 11.85K shares | 574K | $47.72 | 11.85K |