CAROLINAS WEALTH CONSULTING LLC – iShares Core Moderate Allocation ETF Transaction History
CAROLINAS WEALTH CONSULTING LLC portfolio value:
$145,000
portfolio value
CAROLINAS WEALTH CONSULTING LLC quarter portfolio value change:
-6.03%
quarter
iShares Core Moderate Allocation ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -47.08% | -3.53K shares | -147K | $36.61 | 3.96K |
| Q2 2022 | share | Increase | +0.43% | 32 shares | -29K | $38.96 | 7.49K |
| Q1 2022 | share | Increase | +0.62% | 46 shares | -16K | $42.97 | 7.46K |
| Q4 2021 | share | Increase | +5.29% | 373 shares | 22K | $45.56 | 7.42K |
| Q3 2021 | share | Increase | +0.56% | 39 shares | -1K | $44.62 | 7.04K |
| Q2 2021 | share | Increase | +0.42% | 29 shares | 12K | $44.74 | 7.00K |
| Q1 2021 | share | Decrease | -2.32% | -166 shares | -5K | $43.14 | 6.97K |
| Q4 2020 | share | Decrease | -24.95% | -2.37K shares | -82K | $42.79 | 7.14K |
| Q3 2020 | share | Increase | +0.28% | 27 shares | 13K | $40.25 | 9.52K |
| Q2 2020 | share | Increase | +11.17% | 954 shares | 65K | $38.85 | 9.49K |
| Q1 2020 | share | Increase | 0.00% | 8.53K shares | 313K | $35.61 | 8.53K |