PHYSICIAN WEALTH ADVISORS, INC. – iShares Core S&P 500 ETF Transaction History
PHYSICIAN WEALTH ADVISORS, INC. portfolio value:
$56.88M
portfolio value
PHYSICIAN WEALTH ADVISORS, 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 | Increase | +0.47% | 699 shares | -4.88M | $358.65 | 150.28K |
| Q2 2022 | share | Decrease | -1.12% | -1.69K shares | -3.39M | $379.15 | 149.58K |
| Q1 2022 | share | Increase | +12.75% | 17.10K shares | 2.35M | $453.69 | 151.28K |
| Q4 2021 | share | Increase | +0.44% | 589 shares | 3.00M | $478.18 | 134.17K |
| Q3 2021 | share | Increase | +1.72% | 2.25K shares | 2.35M | $430.82 | 133.58K |
| Q2 2021 | share | Increase | +0.82% | 1.07K shares | 4.32M | $428.29 | 131.32K |
| Q1 2021 | share | Increase | +0.24% | 313 shares | 2.15M | $395.17 | 130.25K |
| Q4 2020 | share | Decrease | -19.70% | -31.88K shares | -2.65M | $371.65 | 129.94K |
| Q3 2020 | share | Increase | +3.78% | 5.89K shares | 1.08M | $331.25 | 161.82K |
| Q2 2020 | share | Decrease | -5.99% | -9.93K shares | 6.09M | $303.84 | 155.93K |
| Q1 2020 | share | Increase | +1.33% | 2.17K shares | -7.47M | $252.48 | 165.86K |
| Q4 2019 | share | Increase | +2.04% | 3.26K shares | 3.37M | $313.89 | 163.68K |
| Q3 2019 | share | Increase | 0.00% | 160.41K shares | 50.54M | $288.05 | 160.41K |