POWELL INVESTMENT ADVISORS, LLC – iShares Core S&P 500 ETF Transaction History
POWELL INVESTMENT ADVISORS, LLC portfolio value:
$35,000
portfolio value
POWELL INVESTMENT ADVISORS, LLC 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 | 0.00% | 0 shares | -2K | $358.65 | 98 | |
| Q2 2022 | share | 0.00% | 0 shares | -7K | $379.15 | 98 | |
| Q1 2022 | share | 0.00% | 0 shares | -3K | $453.69 | 98 | |
| Q4 2021 | share | Increase | 0.00% | 98 shares | 47K | $478.18 | 98 |
| Q3 2021 | share | Decrease | -100.00% | -69 shares | -30K | $430.82 | 0 |
| Q2 2021 | share | 0.00% | 0 shares | 3K | $428.29 | 69 | |
| Q1 2021 | share | Increase | 0.00% | 69 shares | 27K | $395.17 | 69 |