ATTICUS WEALTH MANAGEMENT, LLC – iShares Core S&P 500 ETF Transaction History
ATTICUS WEALTH MANAGEMENT, LLC portfolio value:
$146,000
portfolio value
ATTICUS WEALTH MANAGEMENT, 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 | 0.00% | 0 shares | 0 | $358.65 | 386 | |
| Q2 2022 | share | 0.00% | 0 shares | -29K | $379.15 | 386 | |
| Q1 2022 | share | 0.00% | 0 shares | -9K | $453.69 | 386 | |
| Q4 2021 | share | 0.00% | 0 shares | 18K | $478.18 | 386 | |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $430.82 | 386 | |
| Q2 2021 | share | 0.00% | 0 shares | 12K | $428.29 | 386 | |
| Q1 2021 | share | Decrease | -4.22% | -17 shares | 3K | $395.17 | 386 |
| Q4 2020 | share | Increase | +739.58% | 355 shares | 135K | $371.65 | 403 |
| Q3 2020 | share | 0.00% | 0 shares | 1K | $331.25 | 48 | |
| Q2 2020 | share | 0.00% | 0 shares | 3K | $303.84 | 48 | |
| Q1 2020 | share | Decrease | -46.67% | -42 shares | -17K | $252.48 | 48 |
| Q4 2019 | share | Increase | 0.00% | 90 shares | 29K | $313.89 | 90 |