LEGACY WEALTH PLANNING, LLC – iShares Core S&P 500 ETF Transaction History
LEGACY WEALTH PLANNING, LLC portfolio value:
$373,000
portfolio value
LEGACY WEALTH PLANNING, 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 | Decrease | -4.23% | -46 shares | -39K | $358.65 | 1.04K |
| Q2 2022 | share | Decrease | -3.55% | -40 shares | -99K | $379.15 | 1.08K |
| Q1 2022 | share | Increase | +54.60% | 398 shares | 163K | $453.69 | 1.12K |
| Q4 2021 | share | Decrease | -35.71% | -405 shares | -141K | $478.18 | 729 |
| Q3 2021 | share | Increase | +2.44% | 27 shares | 13K | $430.82 | 1.13K |
| Q2 2021 | share | 0.00% | 0 shares | 36K | $428.29 | 1.10K | |
| Q1 2021 | share | Decrease | -10.94% | -136 shares | -26K | $395.17 | 1.10K |
| Q4 2020 | share | Increase | +8.65% | 99 shares | 81K | $371.65 | 1.24K |
| Q3 2020 | share | Increase | +0.09% | 1 shares | 31K | $331.25 | 1.14K |
| Q2 2020 | share | Decrease | -13.15% | -173 shares | 14K | $303.84 | 1.14K |
| Q1 2020 | share | Increase | +31.34% | 314 shares | 16K | $252.48 | 1.31K |
| Q4 2019 | share | Increase | 0.00% | 1.00K shares | 324K | $313.89 | 1.00K |