TRUEWEALTH ADVISORS, LLC – iShares Core S&P 500 ETF Transaction History
TRUEWEALTH ADVISORS, LLC portfolio value:
$1.52M
portfolio value
TRUEWEALTH ADVISORS, 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 | Decrease | -1.16% | -50 shares | -106K | $358.65 | 4.24K |
| Q2 2022 | share | Increase | +21.58% | 762 shares | -56K | $379.15 | 4.29K |
| Q1 2022 | share | Increase | +20.19% | 713 shares | 91K | $453.69 | 4.24K |
| Q4 2021 | share | Increase | +17.98% | 538 shares | 395K | $478.18 | 3.53K |
| Q3 2021 | share | Decrease | -4.65% | -146 shares | -61K | $430.82 | 2.99K |
| Q2 2021 | share | Increase | +20.50% | 534 shares | 272K | $428.29 | 3.13K |
| Q1 2021 | share | Increase | 0.00% | 2.60K shares | 1.07M | $395.17 | 2.60K |