STEEL PEAK WEALTH MANAGEMENT LLC – iShares Core Moderate Allocation ETF Transaction History
STEEL PEAK WEALTH MANAGEMENT LLC portfolio value:
$623,000
portfolio value
STEEL PEAK WEALTH MANAGEMENT LLC quarter portfolio value change:
-6.03%
quarter
iShares Core Moderate Allocation ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.37% | -413 shares | -56K | $36.61 | 17.01K |
| Q2 2022 | share | Decrease | -2.98% | -535 shares | -93K | $38.96 | 17.42K |
| Q1 2022 | share | Decrease | -7.67% | -1.49K shares | -113K | $42.97 | 17.96K |
| Q4 2021 | share | Increase | +0.28% | 55 shares | 17K | $45.56 | 19.45K |
| Q3 2021 | share | Increase | +0.36% | 69 shares | -3K | $44.62 | 19.40K |
| Q2 2021 | share | Decrease | -4.64% | -940 shares | -12K | $44.74 | 19.33K |
| Q1 2021 | share | Decrease | -5.94% | -1.28K shares | -48K | $43.14 | 20.27K |
| Q4 2020 | share | Increase | +0.27% | 59 shares | 49K | $42.79 | 21.55K |
| Q3 2020 | share | Decrease | -0.10% | -21 shares | 24K | $40.25 | 21.49K |
| Q2 2020 | share | Increase | 0.00% | 21.51K shares | 858K | $38.85 | 21.51K |