PHYSICIAN WEALTH ADVISORS, INC. – iShares S&P 500 Value ETF Transaction History
PHYSICIAN WEALTH ADVISORS, INC. portfolio value:
$258,000
portfolio value
PHYSICIAN WEALTH ADVISORS, INC. quarter portfolio value change:
-6.50%
quarter
iShares S&P 500 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +15.66% | 258 shares | 19K | $128.52 | 1.90K |
| Q2 2022 | share | Decrease | -59.96% | -2.46K shares | -390K | $137.46 | 1.64K |
| Q1 2022 | share | Decrease | -0.31% | -13 shares | -25K | $155.72 | 4.11K |
| Q4 2021 | share | Increase | +2.48% | 100 shares | 46K | $156.74 | 4.12K |
| Q3 2021 | share | Decrease | -0.84% | -34 shares | 11K | $145.42 | 4.02K |
| Q2 2021 | share | Increase | +2.81% | 111 shares | 30K | $146.8 | 4.06K |
| Q1 2021 | share | Increase | +0.48% | 19 shares | 40K | $139.94 | 3.95K |
| Q4 2020 | share | Increase | +0.82% | 32 shares | 88K | $126.22 | 3.93K |
| Q3 2020 | share | Increase | +2.60% | 99 shares | -3K | $110.18 | 3.90K |
| Q2 2020 | share | Increase | +6.71% | 239 shares | 76K | $105.26 | 3.80K |
| Q1 2020 | share | Decrease | -9.08% | -356 shares | -145K | $93.09 | 3.56K |
| Q4 2019 | share | Decrease | -6.40% | -268 shares | -21K | $124.71 | 3.91K |
| Q3 2019 | share | Increase | 0.00% | 4.18K shares | 532K | $113.56 | 4.18K |