SAGE MOUNTAIN ADVISORS LLC – iShares Core S&P 500 ETF Transaction History
SAGE MOUNTAIN ADVISORS LLC portfolio value:
$887,000
portfolio value
SAGE MOUNTAIN 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 | -0.96% | -24 shares | -60K | $358.65 | 2.47K |
| Q2 2022 | share | Increase | +47.06% | 985 shares | 217K | $379.15 | 3.07K |
| Q1 2022 | share | 0.00% | 0 shares | -48K | $453.69 | 2.09K | |
| Q4 2021 | share | Decrease | -4.39% | -96 shares | 55K | $478.18 | 2.09K |
| Q3 2021 | share | 0.00% | 0 shares | 2K | $430.82 | 2.18K | |
| Q2 2021 | share | Increase | +49.73% | 727 shares | 359K | $428.29 | 2.18K |
| Q1 2021 | share | Increase | +8.62% | 116 shares | 77K | $395.17 | 1.46K |
| Q4 2020 | share | Increase | 0.00% | 1.34K shares | 505K | $371.65 | 1.34K |