ATLAS PRIVATE WEALTH ADVISORS – iShares Core S&P 500 ETF Transaction History
ATLAS PRIVATE WEALTH ADVISORS portfolio value:
$581,000
portfolio value
ATLAS PRIVATE WEALTH ADVISORS 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 | -5.43% | -93 shares | -69K | $358.65 | 1.62K |
| Q2 2022 | share | Decrease | -2.73% | -48 shares | -149K | $379.15 | 1.71K |
| Q1 2022 | share | Increase | +37.02% | 449 shares | 270K | $453.69 | 1.66K |
| Q3 2021 | share | Increase | +1.00% | 12 shares | 7K | $430.82 | 1.21K |
| Q2 2021 | share | Increase | +6.57% | 74 shares | 68K | $428.29 | 1.20K |
| Q1 2021 | share | Decrease | -8.97% | -111 shares | -17K | $395.17 | 1.12K |
| Q4 2020 | share | Decrease | -12.94% | -184 shares | -13K | $371.65 | 1.23K |
| Q3 2020 | share | Decrease | -9.89% | -156 shares | -11K | $331.25 | 1.42K |
| Q2 2020 | share | Increase | 0.00% | 1.57K shares | 489K | $303.84 | 1.57K |