U.S. CAPITAL WEALTH ADVISORS, LLC – iShares Russell 1000 Value ETF Transaction History
U.S. CAPITAL WEALTH ADVISORS, LLC portfolio value:
$5.48M
portfolio value
U.S. CAPITAL WEALTH ADVISORS, LLC quarter portfolio value change:
-6.19%
quarter
iShares Russell 1000 Value ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -9.24% | -4.10K shares | -958K | $135.99 | 40.35K |
Q2 2022 | share | Increase | +1.71% | 749 shares | -810K | $144.97 | 44.45K |
Q1 2022 | share | Increase | +1.85% | 792 shares | 48K | $165.98 | 43.70K |
Q4 2021 | share | Decrease | -0.78% | -339 shares | 437K | $167.97 | 42.91K |
Q3 2021 | share | Increase | 0.00% | 43.25K shares | 6.77M | $156.51 | 43.25K |