STRATEGIC WEALTH INVESTMENT GROUP, LLC – iShares Core S&P 500 ETF Transaction History
STRATEGIC WEALTH INVESTMENT GROUP, LLC portfolio value:
$294,000
portfolio value
iShares Core S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | 0.00% | 820 shares | 294K | $358.65 | 820 |
| Q2 2022 | share | Decrease | -100.00% | -1.18K shares | -537K | $379.15 | 0 |
| Q1 2022 | share | Increase | +99.66% | 591 shares | 254K | $453.69 | 1.18K |
| Q4 2021 | share | Decrease | -12.67% | -86 shares | -11K | $478.18 | 593 |
| Q3 2021 | share | Increase | +17.27% | 100 shares | 45K | $430.82 | 679 |
| Q2 2021 | share | Increase | +9.04% | 48 shares | 38K | $428.29 | 579 |
| Q1 2021 | share | Decrease | -44.05% | -418 shares | -145K | $395.17 | 531 |
| Q4 2020 | share | Increase | 0.00% | 949 shares | 356K | $371.65 | 949 |