LAIDLAW WEALTH MANAGEMENT LLC – iShares S&P 500 Value ETF Transaction History
LAIDLAW WEALTH MANAGEMENT LLC portfolio value:
$345,000
portfolio value
LAIDLAW WEALTH MANAGEMENT LLC 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 | +65.46% | 1.06K shares | 122K | $128.52 | 2.68K |
| Q2 2022 | share | Increase | +25.02% | 325 shares | 21K | $137.46 | 1.62K |
| Q1 2022 | share | Increase | 0.00% | 1.29K shares | 202K | $155.72 | 1.29K |