CENTER FOR FINANCIAL PLANNING, INC. – iShares Core S&P 500 ETF Transaction History
CENTER FOR FINANCIAL PLANNING, INC. portfolio value:
$302,000
portfolio value
CENTER FOR FINANCIAL PLANNING, INC. 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 | -6.14% | -55 shares | -38K | $358.65 | 841 |
| Q2 2022 | share | 0.00% | 0 shares | -67K | $379.15 | 896 | |
| Q1 2022 | share | Decrease | -9.13% | -90 shares | -63K | $453.69 | 896 |
| Q4 2021 | share | Increase | +10.04% | 90 shares | 84K | $478.18 | 986 |
| Q3 2021 | share | 0.00% | 0 shares | 1K | $430.82 | 896 | |
| Q2 2021 | share | Decrease | -5.49% | -52 shares | 8K | $428.29 | 896 |
| Q1 2021 | share | Decrease | -7.33% | -75 shares | -7K | $395.17 | 948 |
| Q4 2020 | share | 0.00% | 0 shares | 40K | $371.65 | 1.02K | |
| Q3 2020 | share | 0.00% | 0 shares | 27K | $331.25 | 1.02K | |
| Q2 2020 | share | 0.00% | 0 shares | 53K | $303.84 | 1.02K | |
| Q1 2020 | share | 0.00% | 0 shares | -67K | $252.48 | 1.02K | |
| Q4 2019 | share | Increase | 0.00% | 1.02K shares | 331K | $313.89 | 1.02K |