CFM WEALTH PARTNERS LLC – iShares Russell 1000 Value ETF Transaction History
CFM WEALTH PARTNERS LLC portfolio value:
$2.79M
portfolio value
CFM WEALTH PARTNERS LLC quarter portfolio value change:
-6.19%
quarter
iShares Russell 1000 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.17% | -36 shares | -190K | $135.99 | 20.56K |
| Q2 2022 | share | 0.00% | 0 shares | -433K | $144.97 | 20.59K | |
| Q1 2022 | share | Increase | +78.65% | 9.06K shares | 1.47M | $165.98 | 20.59K |
| Q4 2021 | share | Increase | +3.35% | 374 shares | 198K | $167.97 | 11.52K |
| Q3 2021 | share | 0.00% | 0 shares | -24K | $156.51 | 11.15K | |
| Q2 2021 | share | Decrease | -5.32% | -627 shares | -17K | $157.82 | 11.15K |
| Q1 2021 | share | Increase | +5.30% | 593 shares | 256K | $150.24 | 11.78K |
| Q4 2020 | share | Increase | +5.25% | 558 shares | 275K | $134.99 | 11.18K |
| Q3 2020 | share | Increase | +29.54% | 2.42K shares | 331K | $116.11 | 10.63K |
| Q2 2020 | share | 0.00% | 0 shares | 110K | $110 | 8.20K | |
| Q1 2020 | share | Increase | +2.97% | 237 shares | -288K | $96.29 | 8.20K |
| Q4 2019 | share | Increase | 0.00% | 7.97K shares | 1.10M | $131.41 | 7.97K |