GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. – iShares Core Moderate Allocation ETF Transaction History
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. portfolio value:
$0
portfolio value
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. quarter portfolio value change:
-6.03%
quarter
iShares Core Moderate Allocation ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -100.00% | -744 shares | -29K | $36.61 | 0 |
| Q2 2022 | share | Decrease | -26.48% | -268 shares | -14K | $38.96 | 744 |
| Q1 2022 | share | Increase | +3.05% | 30 shares | -2K | $42.97 | 1.01K |
| Q4 2021 | share | Decrease | -13.63% | -155 shares | -6K | $45.56 | 982 |
| Q3 2021 | share | Increase | +3.65% | 40 shares | 2K | $44.62 | 1.13K |
| Q2 2021 | share | Decrease | -56.36% | -1.41K shares | -60K | $44.74 | 1.09K |
| Q1 2021 | share | Increase | +44.07% | 769 shares | 34K | $43.14 | 2.51K |
| Q4 2020 | share | Increase | +15.87% | 239 shares | 13K | $42.79 | 1.74K |
| Q3 2020 | share | Decrease | -75.49% | -4.63K shares | -183K | $40.25 | 1.50K |
| Q2 2020 | share | Decrease | -18.41% | -1.38K shares | -32K | $38.85 | 6.14K |
| Q1 2020 | share | Increase | +1.55% | 115 shares | -21K | $35.61 | 7.53K |
| Q4 2019 | share | Decrease | -10.26% | -848 shares | -27K | $38.9 | 7.41K |
| Q3 2019 | share | Decrease | -0.10% | -8 shares | 2K | $37.59 | 8.26K |
| Q2 2019 | share | Decrease | -26.53% | -2.98K shares | -106K | $37.01 | 8.27K |
| Q1 2019 | share | Decrease | -21.54% | -3.09K shares | -83K | $35.9 | 11.26K |
| Q4 2018 | share | Increase | 0.00% | 14.35K shares | 512K | $33.65 | 14.35K |