LIBERTY WEALTH MANAGEMENT LLC – iShares S&P 500 Growth ETF Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$249,000
portfolio value
LIBERTY 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 | -0.35% | -15 shares | -11K | $57.85 | 4.30K |
| Q2 2022 | share | Increase | +0.79% | 34 shares | -67K | $60.35 | 4.32K |
| Q1 2022 | share | Decrease | -8.88% | -418 shares | -66K | $76.38 | 4.28K |
| Q4 2021 | share | Decrease | -20.52% | -1.21K shares | -45K | $84.16 | 4.70K |
| Q3 2021 | share | Increase | +115.97% | 3.18K shares | 239K | $73.91 | 5.92K |
| Q2 2021 | share | Increase | +0.22% | 6 shares | 22K | $72.62 | 2.74K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $64.94 | 2.73K | |
| Q4 2020 | share | Decrease | -22.54% | -796 shares | -27K | $63.55 | 2.73K |
| Q3 2020 | share | Increase | +301.36% | 2.65K shares | 158K | $57.4 | 3.53K |
| Q2 2020 | share | Decrease | -12.00% | -120 shares | 25K | $51.41 | 880 |
| Q1 2020 | share | Decrease | -30.36% | -436 shares | -49K | $40.8 | 1K |
| Q4 2019 | share | Decrease | -1.91% | -28 shares | 4K | $47.72 | 1.43K |
| Q3 2019 | share | Decrease | -26.80% | -536 shares | -24K | $44.09 | 1.46K |
| Q2 2019 | share | Decrease | -7.41% | -160 shares | -3K | $43.74 | 2K |
| Q1 2019 | share | Decrease | -59.55% | -3.18K shares | -108K | $41.89 | 2.16K |
| Q4 2018 | share | Increase | 0.00% | 5.34K shares | 201K | $36.49 | 5.34K |