ACCEL WEALTH MANAGEMENT – iShares Core S&P 500 ETF Transaction History
ACCEL WEALTH MANAGEMENT portfolio value:
$110,000
portfolio value
ACCEL WEALTH MANAGEMENT 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 | Increase | +37.44% | 79 shares | 28K | $358.65 | 290 |
| Q2 2022 | share | 0.00% | 0 shares | -14K | $379.15 | 211 | |
| Q1 2022 | share | Decrease | -37.57% | -127 shares | -65K | $453.69 | 211 |
| Q4 2021 | share | Increase | +4.97% | 16 shares | 22K | $478.18 | 338 |
| Q3 2021 | share | Decrease | -4.73% | -16 shares | -6K | $430.82 | 322 |
| Q2 2021 | share | 0.00% | 0 shares | 11K | $428.29 | 338 | |
| Q1 2021 | share | Decrease | -6.37% | -23 shares | -2K | $395.17 | 338 |
| Q4 2020 | share | Increase | 0.00% | 361 shares | 136K | $371.65 | 361 |