MERIDIAN WEALTH ADVISORS, LLC – iShares Russell 1000 Value ETF Transaction History
MERIDIAN WEALTH ADVISORS, LLC portfolio value:
$285,000
portfolio value
MERIDIAN WEALTH ADVISORS, LLC quarter portfolio value change:
-6.19%
quarter
iShares Russell 1000 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -19K | $135.99 | 2.09K | |
| Q2 2022 | share | Decrease | -10.41% | -244 shares | -85K | $144.97 | 2.09K |
| Q1 2022 | share | Increase | +3.08% | 70 shares | 7K | $165.98 | 2.34K |
| Q4 2021 | share | 0.00% | 0 shares | 26K | $167.97 | 2.27K | |
| Q3 2021 | share | Decrease | -6.07% | -147 shares | -28K | $156.51 | 2.27K |
| Q2 2021 | share | Increase | +10.45% | 229 shares | 52K | $157.82 | 2.42K |
| Q1 2021 | share | Decrease | -0.90% | -20 shares | 30K | $150.24 | 2.19K |
| Q4 2020 | share | 0.00% | 0 shares | 41K | $134.99 | 2.21K | |
| Q3 2020 | share | Decrease | -12.85% | -326 shares | -25K | $116.11 | 2.21K |
| Q2 2020 | share | Decrease | -24.94% | -843 shares | -49K | $110 | 2.53K |
| Q1 2020 | share | Increase | +24.45% | 664 shares | -36K | $96.29 | 3.38K |
| Q4 2019 | share | Increase | +1.80% | 48 shares | 29K | $131.41 | 2.71K |
| Q3 2019 | share | Increase | +7.75% | 192 shares | 27K | $122.45 | 2.66K |
| Q2 2019 | share | Increase | +6.31% | 147 shares | 27K | $120.68 | 2.47K |
| Q1 2019 | share | Decrease | -55.06% | -2.85K shares | -287K | $116.49 | 2.32K |
| Q4 2018 | share | Increase | 0.00% | 5.18K shares | 575K | $104.19 | 5.18K |