CONCORD WEALTH PARTNERS – iShares Core S&P Small-Cap ETF Transaction History
CONCORD WEALTH PARTNERS portfolio value:
$207,000
portfolio value
CONCORD WEALTH PARTNERS quarter portfolio value change:
-5.65%
quarter
iShares Core S&P Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -8.42% | -218 shares | -32K | $87.19 | 2.37K |
| Q2 2022 | share | Increase | +2.37% | 60 shares | -34K | $92.41 | 2.58K |
| Q1 2022 | share | Increase | +7.21% | 170 shares | 3K | $107.88 | 2.52K |
| Q4 2021 | share | Increase | +47080.00% | 2.35K shares | 269K | $114.65 | 2.35K |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $109.19 | 5 | |
| Q2 2021 | share | 0.00% | 0 shares | 0 | $112.47 | 5 | |
| Q1 2021 | share | Decrease | -98.59% | -350 shares | -32K | $107.8 | 5 |
| Q4 2020 | share | Increase | 0.00% | 355 shares | 33K | $91.05 | 355 |