MERIDIAN WEALTH PARTNERS, LLC – iShares Core S&P 500 ETF Transaction History
MERIDIAN WEALTH PARTNERS, LLC portfolio value:
$3.14M
portfolio value
MERIDIAN 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 | Decrease | -0.42% | -37 shares | -193K | $358.65 | 8.76K |
| Q2 2022 | share | Increase | +0.97% | 85 shares | -618K | $379.15 | 8.80K |
| Q1 2022 | share | Increase | +1.53% | 131 shares | -141K | $453.69 | 8.72K |
| Q4 2021 | share | Increase | +0.94% | 80 shares | 431K | $478.18 | 8.58K |
| Q3 2021 | share | Increase | +0.39% | 33 shares | 22K | $430.82 | 8.50K |
| Q2 2021 | share | Increase | +7.51% | 592 shares | 507K | $428.29 | 8.47K |
| Q1 2021 | share | Increase | +3.48% | 265 shares | 277K | $395.17 | 7.88K |
| Q4 2020 | share | Increase | +9.86% | 684 shares | 529K | $371.65 | 7.61K |
| Q3 2020 | share | Increase | +6.94% | 450 shares | 323K | $331.25 | 6.93K |
| Q2 2020 | share | Increase | +3.13% | 197 shares | 383K | $303.84 | 6.48K |
| Q1 2020 | share | Increase | +328.05% | 4.81K shares | 1.15M | $252.48 | 6.28K |
| Q4 2019 | share | Increase | 0.00% | 1.46K shares | 475K | $313.89 | 1.46K |