CURATED WEALTH PARTNERS LLC – iShares Core S&P 500 ETF Transaction History
CURATED WEALTH PARTNERS LLC portfolio value:
$798,000
portfolio value
CURATED WEALTH PARTNERS LLC 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 | Increase | +1.37% | 30 shares | -35K | $358.65 | 2.22K |
| Q2 2022 | share | Increase | +14.01% | 270 shares | -86K | $379.15 | 2.19K |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $453.69 | 1.92K | |
| Q4 2021 | share | 0.00% | 0 shares | 89K | $478.18 | 1.92K | |
| Q3 2021 | share | 0.00% | 0 shares | 2K | $430.82 | 1.92K | |
| Q2 2021 | share | 0.00% | 0 shares | 61K | $428.29 | 1.92K | |
| Q1 2021 | share | Decrease | -9.78% | -209 shares | -35K | $395.17 | 1.92K |
| Q4 2020 | share | Increase | 0.00% | 2.13K shares | 802K | $371.65 | 2.13K |