WT WEALTH MANAGEMENT – iShares Core S&P 500 ETF Transaction History
WT WEALTH MANAGEMENT portfolio value:
$544,000
portfolio value
WT WEALTH MANAGEMENT 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 | 0.00% | 0 shares | -31K | $358.65 | 1.51K | |
| Q2 2022 | share | Decrease | -7.79% | -128 shares | -171K | $379.15 | 1.51K |
| Q1 2022 | share | Decrease | -0.12% | -2 shares | -39K | $453.69 | 1.64K |
| Q4 2021 | share | Increase | +7.93% | 121 shares | 128K | $478.18 | 1.64K |
| Q3 2021 | share | 0.00% | 0 shares | 1K | $430.82 | 1.52K | |
| Q2 2021 | share | Increase | +0.53% | 8 shares | 53K | $428.29 | 1.52K |
| Q1 2021 | share | 0.00% | 0 shares | 34K | $395.17 | 1.51K | |
| Q4 2020 | share | 0.00% | 0 shares | 60K | $371.65 | 1.51K | |
| Q3 2020 | share | Increase | 0.00% | 1.51K shares | 509K | $331.25 | 1.51K |