SOURCE FINANCIAL ADVISORS LLC – iShares Core Aggressive Allocation ETF Transaction History
SOURCE FINANCIAL ADVISORS LLC portfolio value:
$226,000
portfolio value
SOURCE FINANCIAL ADVISORS LLC quarter portfolio value change:
-7.41%
quarter
iShares Core Aggressive Allocation ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -27.11% | -1.51K shares | -109K | $55.45 | 4.07K |
Q2 2022 | share | Increase | +59.58% | 2.08K shares | 93K | $59.89 | 5.59K |
Q1 2022 | share | Increase | 0.00% | 3.50K shares | 242K | $68.94 | 3.50K |