CFM WEALTH PARTNERS LLC – iShares Core S&P Small-Cap ETF Transaction History
CFM WEALTH PARTNERS LLC portfolio value:
$414,000
portfolio value
CFM WEALTH PARTNERS LLC quarter portfolio value change:
-5.65%
quarter
iShares Core S&P Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +23.35% | 899 shares | 58K | $87.19 | 4.74K |
| Q2 2022 | share | Decrease | -1.51% | -59 shares | -66K | $92.41 | 3.85K |
| Q1 2022 | share | 0.00% | 0 shares | -31K | $107.88 | 3.90K | |
| Q4 2021 | share | Increase | +3.47% | 131 shares | 41K | $114.65 | 3.90K |
| Q3 2021 | share | 0.00% | 0 shares | -15K | $109.19 | 3.77K | |
| Q2 2021 | share | Increase | +3.71% | 135 shares | 32K | $112.47 | 3.77K |
| Q1 2021 | share | Increase | +49.30% | 1.20K shares | 171K | $107.8 | 3.64K |
| Q4 2020 | share | Increase | 0.00% | 2.44K shares | 224K | $91.05 | 2.44K |
| Q3 2020 | share | Decrease | -100.00% | -2.17K shares | -148K | $69.39 | 0 |
| Q2 2020 | share | 0.00% | 0 shares | 26K | $67.19 | 2.17K | |
| Q1 2020 | share | Increase | +88.97% | 1.02K shares | 24K | $55.01 | 2.17K |
| Q4 2019 | share | Increase | 0.00% | 1.15K shares | 98K | $81.83 | 1.15K |