FINANCIAL STRATEGIES GROUP, INC. – iShares Core S&P 500 ETF Transaction History
FINANCIAL STRATEGIES GROUP, INC. portfolio value:
$627,000
portfolio value
FINANCIAL STRATEGIES GROUP, INC. quarter portfolio value change:
-5.41%
quarter
iShares Core S&P 500 ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -13.21% | -266 shares | -137K | $358.65 | 1.74K |
Q2 2022 | share | Increase | +5.56% | 106 shares | -102K | $379.15 | 2.01K |
Q1 2022 | share | Increase | +11.51% | 197 shares | 50K | $453.69 | 1.90K |
Q4 2021 | share | Increase | +1.97% | 33 shares | 93K | $478.18 | 1.71K |
Q3 2021 | share | Decrease | -2.39% | -41 shares | -16K | $430.82 | 1.67K |
Q2 2021 | share | Decrease | -0.23% | -4 shares | 54K | $428.29 | 1.71K |
Q1 2021 | share | Decrease | -2.98% | -53 shares | 18K | $395.17 | 1.72K |
Q4 2020 | share | Increase | +8.29% | 136 shares | 116K | $371.65 | 1.77K |
Q3 2020 | share | Decrease | -1.50% | -25 shares | 35K | $331.25 | 1.64K |
Q2 2020 | share | Increase | 0.00% | 1.66K shares | 516K | $303.84 | 1.66K |
Q1 2020 | share | Decrease | -100.00% | -1.00K shares | -326K | $252.48 | 0 |
Q4 2019 | share | Increase | 0.00% | 1.00K shares | 326K | $313.89 | 1.00K |