LAIDLAW WEALTH MANAGEMENT LLC – iShares Core S&P 500 ETF Transaction History
LAIDLAW WEALTH MANAGEMENT LLC portfolio value:
$677,000
portfolio value
LAIDLAW 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 | Decrease | -51.79% | -2.02K shares | -808K | $358.65 | 1.88K |
| Q2 2022 | share | Decrease | -17.17% | -812 shares | -661K | $379.15 | 3.91K |
| Q1 2022 | share | Decrease | -5.19% | -259 shares | -234K | $453.69 | 4.73K |
| Q4 2021 | share | Increase | 0.00% | 4.98K shares | 2.38M | $478.18 | 4.98K |
| Q1 2021 | share | Decrease | -100.00% | -12.60K shares | -4.73M | $395.17 | 0 |
| Q4 2020 | share | Increase | +1665.13% | 11.88K shares | 4.49M | $371.65 | 12.60K |
| Q3 2020 | share | Decrease | -63.02% | -1.21K shares | -358K | $331.25 | 714 |
| Q2 2020 | share | Increase | +6.80% | 123 shares | 131K | $303.84 | 1.93K |
| Q1 2020 | share | Decrease | -26.29% | -645 shares | -326K | $252.48 | 1.80K |
| Q4 2019 | share | Increase | 0.00% | 2.45K shares | 793K | $313.89 | 2.45K |