OUTLOOK WEALTH ADVISORS, LLC – iShares Morningstar Growth ETF Transaction History
OUTLOOK WEALTH ADVISORS, LLC portfolio value:
$326,000
portfolio value
OUTLOOK WEALTH ADVISORS, LLC quarter portfolio value change:
-3.65%
quarter
iShares Morningstar Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -12K | $48.26 | 6.74K | |
| Q2 2022 | share | Decrease | -13.47% | -1.05K shares | -169K | $50.09 | 6.74K |
| Q1 2022 | share | Decrease | -13.63% | -1.23K shares | -141K | $65 | 7.79K |
| Q4 2021 | share | Increase | +0.14% | 13 shares | 57K | $72.23 | 9.02K |
| Q3 2021 | share | Increase | +1.11% | 99 shares | 14K | $65.55 | 9.01K |
| Q2 2021 | share | Decrease | -61.41% | -14.18K shares | -755K | $64.68 | 8.91K |
| Q1 2021 | share | Decrease | -21.62% | -6.37K shares | -376K | $57.57 | 23.09K |
| Q4 2020 | share | Decrease | -7.50% | -2.39K shares | 4K | $57.83 | 29.46K |
| Q3 2020 | share | Increase | +37.90% | 8.75K shares | 621K | $53.32 | 31.85K |
| Q2 2020 | share | Increase | 0.00% | 23.1K shares | 1.08M | $46.71 | 23.1K |