WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC – iShares S&P 500 Growth ETF Transaction History
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC portfolio value:
$265,000
portfolio value
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.14%
quarter
iShares S&P 500 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.15% | -7 shares | -12K | $57.85 | 4.58K |
| Q2 2022 | share | Increase | +7.29% | 312 shares | -50K | $60.35 | 4.58K |
| Q1 2022 | share | Increase | +0.09% | 4 shares | -31K | $76.38 | 4.27K |
| Q4 2021 | share | Decrease | -0.19% | -8 shares | 42K | $84.16 | 4.27K |
| Q3 2021 | share | Decrease | -0.47% | -20 shares | 3K | $73.91 | 4.28K |
| Q2 2021 | share | Decrease | -0.16% | -7 shares | 33K | $72.62 | 4.30K |
| Q1 2021 | share | Decrease | -0.74% | -32 shares | 3K | $64.94 | 4.30K |
| Q4 2020 | share | Decrease | -1.81% | -80 shares | 22K | $63.55 | 4.34K |
| Q3 2020 | share | Decrease | -0.09% | -4 shares | 25K | $57.4 | 4.42K |
| Q2 2020 | share | Decrease | -4.74% | -220 shares | 38K | $51.41 | 4.42K |
| Q1 2020 | share | Decrease | -1.36% | -64 shares | -36K | $40.8 | 4.64K |
| Q4 2019 | share | Increase | 0.00% | 4.70K shares | 228K | $47.72 | 4.70K |