LEGACY WEALTH PLANNING, LLC – iShares Core S&P Small-Cap ETF Transaction History
LEGACY WEALTH PLANNING, LLC portfolio value:
$211,000
portfolio value
LEGACY WEALTH PLANNING, LLC quarter portfolio value change:
-5.65%
quarter
iShares Core S&P Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.66% | -92 shares | -22K | $87.19 | 2.42K |
| Q2 2022 | share | Increase | +0.40% | 10 shares | -37K | $92.41 | 2.51K |
| Q1 2022 | share | Increase | 0.00% | 2.50K shares | 270K | $107.88 | 2.50K |
| Q4 2020 | share | Decrease | -100.00% | -35.43K shares | -2.48M | $91.05 | 0 |
| Q3 2020 | share | Decrease | -4.83% | -1.79K shares | -55K | $69.39 | 35.43K |
| Q2 2020 | share | Increase | +2.66% | 963 shares | 508K | $67.19 | 37.23K |
| Q1 2020 | share | Increase | +40.23% | 10.40K shares | -134K | $55.01 | 36.26K |
| Q4 2019 | share | Increase | 0.00% | 25.86K shares | 2.16M | $81.83 | 25.86K |