STEEL PEAK WEALTH MANAGEMENT LLC – iShares Core Aggressive Allocation ETF Transaction History
STEEL PEAK WEALTH MANAGEMENT LLC portfolio value:
$1.71M
portfolio value
STEEL PEAK WEALTH MANAGEMENT LLC quarter portfolio value change:
-7.41%
quarter
iShares Core Aggressive Allocation ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Increase | +0.78% | 240 shares | -123K | $55.45 | 30.88K |
Q2 2022 | share | Decrease | -1.05% | -324 shares | -300K | $59.89 | 30.64K |
Q1 2022 | share | Increase | +0.59% | 182 shares | -107K | $68.94 | 30.96K |
Q4 2021 | share | Decrease | -4.84% | -1.56K shares | -17K | $72.97 | 30.78K |
Q3 2021 | share | Decrease | -3.77% | -1.26K shares | -116K | $69.66 | 32.35K |
Q2 2021 | share | Decrease | -9.87% | -3.68K shares | -121K | $70.11 | 33.61K |
Q1 2021 | share | Decrease | -4.83% | -1.89K shares | -19K | $66.31 | 37.3K |
Q4 2020 | share | Decrease | -4.09% | -1.67K shares | 145K | $63.59 | 39.19K |
Q3 2020 | share | Increase | +3.45% | 1.36K shares | 202K | $56.93 | 40.86K |
Q2 2020 | share | Increase | 0.00% | 39.49K shares | 2.16M | $53.52 | 39.49K |