U.S. CAPITAL WEALTH ADVISORS, LLC – iShares Core S&P 500 ETF Transaction History
U.S. CAPITAL WEALTH ADVISORS, LLC portfolio value:
$9.53M
portfolio value
U.S. CAPITAL WEALTH ADVISORS, 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 | Increase | +5.42% | 1.36K shares | -27K | $358.65 | 26.57K |
| Q2 2022 | share | Increase | +10.41% | 2.37K shares | -800K | $379.15 | 25.21K |
| Q1 2022 | share | Increase | +7.18% | 1.52K shares | 197K | $453.69 | 22.83K |
| Q4 2021 | share | Decrease | -0.93% | -200 shares | 897K | $478.18 | 21.30K |
| Q3 2021 | share | Increase | 0.00% | 21.50K shares | 9.26M | $430.82 | 21.50K |