CAROLINAS WEALTH CONSULTING LLC – iShares S&P 500 Growth ETF Transaction History
CAROLINAS WEALTH CONSULTING LLC portfolio value:
$1.65M
portfolio value
CAROLINAS WEALTH CONSULTING 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 | Increase | +37.83% | 7.83K shares | 401K | $57.85 | 28.54K |
| Q2 2022 | share | Decrease | -15.79% | -3.88K shares | -628K | $60.35 | 20.70K |
| Q1 2022 | share | Increase | +27.63% | 5.32K shares | 266K | $76.38 | 24.59K |
| Q4 2021 | share | Increase | +0.11% | 22 shares | 190K | $84.16 | 19.26K |
| Q3 2021 | share | Increase | +0.15% | 29 shares | 24K | $73.91 | 19.24K |
| Q2 2021 | share | Increase | +0.01% | 2 shares | 147K | $72.62 | 19.21K |
| Q1 2021 | share | Increase | +0.15% | 29 shares | 27K | $64.94 | 19.21K |
| Q4 2020 | share | Decrease | -3.74% | -746 shares | 72K | $63.55 | 19.18K |
| Q3 2020 | share | Increase | +0.24% | 48 shares | 121K | $57.4 | 19.93K |
| Q2 2020 | share | Increase | +0.22% | 44 shares | 213K | $51.41 | 19.88K |
| Q1 2020 | share | Increase | +11.41% | 2.03K shares | -44K | $40.8 | 19.84K |
| Q4 2019 | share | Increase | 0.00% | 17.80K shares | 862K | $47.72 | 17.80K |