LEGACY WEALTH PLANNING, LLC – iShares S&P 500 Growth ETF Transaction History
LEGACY WEALTH PLANNING, LLC portfolio value:
$478,000
portfolio value
LEGACY WEALTH PLANNING, LLC quarter portfolio value change:
-4.14%
quarter
iShares S&P 500 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.87% | -515 shares | -51K | $57.85 | 8.25K |
| Q2 2022 | share | Decrease | -1.84% | -164 shares | -153K | $60.35 | 8.77K |
| Q1 2022 | share | Increase | +4.39% | 376 shares | -34K | $76.38 | 8.93K |
| Q4 2021 | share | Increase | +632.08% | 7.38K shares | -143K | $84.16 | 8.55K |
| Q3 2021 | share | Decrease | -94.25% | -19.15K shares | -619K | $73.91 | 1.16K |
| Q2 2021 | share | Increase | +2.42% | 480 shares | 186K | $72.62 | 20.31K |
| Q1 2021 | share | Decrease | -50.25% | -20.03K shares | -1.25M | $64.94 | 19.83K |
| Q4 2020 | share | Increase | +20.64% | 6.82K shares | 635K | $63.55 | 39.87K |
| Q3 2020 | share | Increase | +2.63% | 848 shares | 239K | $57.4 | 33.05K |
| Q2 2020 | share | Increase | +4.95% | 1.52K shares | 405K | $51.41 | 32.20K |
| Q1 2020 | share | Increase | +74.54% | 13.10K shares | 415K | $40.8 | 30.68K |
| Q4 2019 | share | Increase | 0.00% | 17.58K shares | 851K | $47.72 | 17.58K |