WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC – iShares Core S&P 500 ETF Transaction History
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC portfolio value:
$1.23M
portfolio value
WALLED LAKE PLANNING & WEALTH MANAGEMENT, 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 | +3.24% | 108 shares | -30K | $358.65 | 3.44K |
| Q2 2022 | share | Increase | +10.29% | 311 shares | -107K | $379.15 | 3.33K |
| Q1 2022 | share | Decrease | -18.06% | -666 shares | -388K | $453.69 | 3.02K |
| Q4 2021 | share | Increase | +56.74% | 1.33K shares | 745K | $478.18 | 3.68K |
| Q3 2021 | share | Decrease | -26.70% | -857 shares | -366K | $430.82 | 2.35K |
| Q2 2021 | share | Increase | +2.03% | 64 shares | 128K | $428.29 | 3.21K |
| Q1 2021 | share | Increase | +56.13% | 1.13K shares | 496K | $395.17 | 3.14K |
| Q4 2020 | share | Increase | +7.64% | 143 shares | 127K | $371.65 | 2.01K |
| Q3 2020 | share | Decrease | -1.37% | -26 shares | 41K | $331.25 | 1.87K |
| Q2 2020 | share | Increase | +15.66% | 257 shares | 164K | $303.84 | 1.89K |
| Q1 2020 | share | Increase | +0.43% | 7 shares | -104K | $252.48 | 1.64K |
| Q4 2019 | share | Increase | 0.00% | 1.63K shares | 528K | $313.89 | 1.63K |