SUMMIT WEALTH & RETIREMENT PLANNING, INC. – iShares MSCI Emerging Markets ETF Transaction History
SUMMIT WEALTH & RETIREMENT PLANNING, INC. portfolio value:
$3.46M
portfolio value
SUMMIT WEALTH & RETIREMENT PLANNING, INC. quarter portfolio value change:
-13.02%
quarter
iShares MSCI Emerging Markets ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -9.31% | -10.19K shares | -927K | $34.88 | 99.29K |
| Q2 2022 | share | Increase | +12.68% | 12.32K shares | 3K | $40.1 | 109.48K |
| Q1 2022 | share | Increase | +0.36% | 345 shares | -343K | $45.15 | 97.16K |
| Q4 2021 | share | Increase | +3.76% | 3.50K shares | 29K | $49.09 | 96.82K |
| Q3 2021 | share | Increase | +10.16% | 8.60K shares | 29K | $50.38 | 93.31K |
| Q2 2021 | share | Increase | +6.14% | 4.89K shares | 415K | $55.15 | 84.71K |
| Q1 2021 | share | Increase | +2.13% | 1.66K shares | 219K | $53.11 | 79.81K |
| Q4 2020 | share | Decrease | -4.96% | -4.08K shares | 412K | $51.45 | 78.15K |
| Q3 2020 | share | Decrease | -1.15% | -953 shares | 299K | $43.45 | 82.23K |
| Q2 2020 | share | Increase | +11.78% | 8.76K shares | 787K | $39.41 | 83.18K |
| Q1 2020 | share | Increase | 0.00% | 74.41K shares | 2.54M | $33.44 | 74.41K |