SKYOAK WEALTH, LLC – iShares Core S&P 500 ETF Transaction History
SKYOAK WEALTH, LLC portfolio value:
$685,000
portfolio value
SKYOAK WEALTH, 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 | Increase | +2.14% | 40 shares | -24K | $358.65 | 1.91K |
| Q2 2022 | share | Increase | +5.05% | 90 shares | -99K | $379.15 | 1.87K |
| Q1 2022 | share | Increase | +8.00% | 132 shares | 21K | $453.69 | 1.78K |
| Q4 2021 | share | 0.00% | 0 shares | 77K | $478.18 | 1.64K | |
| Q3 2021 | share | 0.00% | 0 shares | 1K | $430.82 | 1.64K | |
| Q2 2021 | share | 0.00% | 0 shares | 18K | $428.29 | 1.64K | |
| Q1 2021 | share | Decrease | -2.83% | -48 shares | 54K | $395.17 | 1.64K |
| Q4 2020 | share | 0.00% | 0 shares | 67K | $371.65 | 1.69K | |
| Q3 2020 | share | Decrease | -9.49% | -178 shares | -11K | $331.25 | 1.69K |
| Q2 2020 | share | Decrease | -27.04% | -695 shares | -83K | $303.84 | 1.87K |
| Q1 2020 | share | Increase | +2.76% | 69 shares | -144K | $252.48 | 2.57K |
| Q4 2019 | share | Increase | 0.00% | 2.50K shares | 808K | $313.89 | 2.50K |