CONCORD WEALTH PARTNERS – iShares Core S&P 500 ETF Transaction History
CONCORD WEALTH PARTNERS portfolio value:
$572,000
portfolio value
CONCORD WEALTH PARTNERS 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 | -21.53% | -438 shares | -199K | $358.65 | 1.59K |
| Q2 2022 | share | Increase | +3.72% | 73 shares | -119K | $379.15 | 2.03K |
| Q1 2022 | share | Increase | +12.57% | 219 shares | 59K | $453.69 | 1.96K |
| Q4 2021 | share | Increase | +2388.57% | 1.67K shares | 801K | $478.18 | 1.74K |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $430.82 | 70 | |
| Q2 2021 | share | 0.00% | 0 shares | 2K | $428.29 | 70 | |
| Q1 2021 | share | Increase | 0.00% | 70 shares | 28K | $395.17 | 70 |