SOUND VIEW WEALTH ADVISORS GROUP, LLC – iShares Core MSCI EAFE ETF Transaction History
SOUND VIEW WEALTH ADVISORS GROUP, LLC portfolio value:
$642,000
portfolio value
SOUND VIEW WEALTH ADVISORS GROUP, LLC quarter portfolio value change:
-10.50%
quarter
iShares Core MSCI EAFE ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +6.75% | 771 shares | -30K | $52.67 | 12.18K |
| Q2 2022 | share | Increase | +4.77% | 520 shares | -85K | $58.85 | 11.41K |
| Q1 2022 | share | Increase | +3.32% | 350 shares | -30K | $69.51 | 10.89K |
| Q4 2021 | share | Increase | +6.49% | 643 shares | 52K | $74.67 | 10.54K |
| Q3 2021 | share | Increase | +0.01% | 1 shares | -6K | $74.25 | 9.90K |
| Q2 2021 | share | Decrease | -24.04% | -3.13K shares | -198K | $74.86 | 9.90K |
| Q1 2021 | share | Increase | +4.28% | 535 shares | 75K | $71.04 | 13.03K |
| Q4 2020 | share | Decrease | -0.98% | -124 shares | 103K | $68.12 | 12.50K |
| Q3 2020 | share | Decrease | -3.77% | -494 shares | 11K | $58.9 | 12.62K |
| Q2 2020 | share | Decrease | -36.85% | -7.65K shares | -286K | $55.85 | 13.11K |
| Q1 2020 | share | Decrease | -24.33% | -6.67K shares | -755K | $48.16 | 20.77K |
| Q4 2019 | share | Increase | +12.13% | 2.97K shares | 296K | $62.98 | 27.45K |
| Q3 2019 | share | Decrease | -0.89% | -221 shares | -22K | $58.17 | 24.48K |
| Q2 2019 | share | Increase | 0.00% | 24.70K shares | 1.51M | $58.48 | 24.70K |