WEALTH ENHANCEMENT & PRESERVATION OF GA, LLC – iShares Core S&P 500 ETF Transaction History
WEALTH ENHANCEMENT & PRESERVATION OF GA, LLC portfolio value:
$1.08M
portfolio value
WEALTH ENHANCEMENT & PRESERVATION OF GA, LLC 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 | -72.67% | -8.02K shares | -3.12M | $358.65 | 3.01K |
| Q2 2022 | share | Decrease | -72.08% | -28.52K shares | -13.74M | $379.15 | 11.04K |
| Q1 2022 | share | Increase | +95.40% | 19.32K shares | 8.29M | $453.69 | 39.57K |
| Q4 2021 | share | Decrease | -39.69% | -13.32K shares | -4.80M | $478.18 | 20.25K |
| Q3 2021 | share | Increase | +72.20% | 14.07K shares | 6.08M | $430.82 | 33.57K |
| Q2 2021 | share | Increase | +2.20% | 420 shares | 478K | $428.29 | 19.49K |
| Q1 2021 | share | Increase | +27.51% | 4.11K shares | 2.28M | $395.17 | 19.07K |
| Q4 2020 | share | Decrease | -12.92% | -2.21K shares | -132K | $371.65 | 14.96K |
| Q3 2020 | share | Increase | 0.00% | 17.18K shares | 5.74M | $331.25 | 17.18K |
| Q2 2020 | share | Decrease | -100.00% | -934 shares | -242K | $303.84 | 0 |
| Q1 2020 | share | 0.00% | 0 shares | -60K | $252.48 | 934 | |
| Q4 2019 | share | Increase | 0.00% | 934 shares | 302K | $313.89 | 934 |