MADISON WEALTH MANAGEMENT – iShares Core S&P 500 ETF Transaction History
MADISON WEALTH MANAGEMENT portfolio value:
$2.79M
portfolio value
MADISON WEALTH MANAGEMENT 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 | -1.45% | -115 shares | -204K | $358.65 | 7.80K |
| Q2 2022 | share | Decrease | -2.19% | -177 shares | -670K | $379.15 | 7.92K |
| Q1 2022 | share | Increase | +1.47% | 117 shares | -133K | $453.69 | 8.09K |
| Q4 2021 | share | Decrease | -1.32% | -107 shares | 322K | $478.18 | 7.98K |
| Q3 2021 | share | Decrease | -0.59% | -48 shares | -13K | $430.82 | 8.08K |
| Q2 2021 | share | Decrease | -0.21% | -17 shares | 254K | $428.29 | 8.13K |
| Q1 2021 | share | Decrease | -1.33% | -110 shares | 142K | $395.17 | 8.15K |
| Q4 2020 | share | Decrease | -2.55% | -216 shares | 252K | $371.65 | 8.26K |
| Q3 2020 | share | Decrease | -0.28% | -24 shares | 216K | $331.25 | 8.47K |
| Q2 2020 | share | Increase | +0.35% | 30 shares | 444K | $303.84 | 8.50K |
| Q1 2020 | share | Decrease | -35.14% | -4.58K shares | -2.03M | $252.48 | 8.47K |
| Q4 2019 | share | Increase | 0.00% | 13.06K shares | 4.22M | $313.89 | 13.06K |