CFM WEALTH PARTNERS LLC – iShares Core S&P 500 ETF Transaction History
CFM WEALTH PARTNERS LLC portfolio value:
$367,000
portfolio value
CFM WEALTH PARTNERS 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 | +32.86% | 253 shares | 75K | $358.65 | 1.02K |
| Q2 2022 | share | Decrease | -44.24% | -611 shares | -335K | $379.15 | 770 |
| Q1 2022 | share | Decrease | -43.75% | -1.07K shares | -551K | $453.69 | 1.38K |
| Q4 2021 | share | Decrease | -5.94% | -155 shares | 54K | $478.18 | 2.45K |
| Q3 2021 | share | Decrease | -0.99% | -26 shares | -9K | $430.82 | 2.61K |
| Q2 2021 | share | Decrease | -8.60% | -248 shares | -14K | $428.29 | 2.63K |
| Q1 2021 | share | Increase | +0.03% | 1 shares | 62K | $395.17 | 2.88K |
| Q4 2020 | share | 0.00% | 0 shares | 117K | $371.65 | 2.88K | |
| Q3 2020 | share | 0.00% | 0 shares | 76K | $331.25 | 2.88K | |
| Q2 2020 | share | Decrease | -2.63% | -78 shares | 127K | $303.84 | 2.88K |
| Q1 2020 | share | Increase | +6.97% | 193 shares | -155K | $252.48 | 2.96K |
| Q4 2019 | share | Increase | 0.00% | 2.76K shares | 920K | $313.89 | 2.76K |