GOALVEST ADVISORY LLC – iShares Core S&P 500 ETF Transaction History
GOALVEST ADVISORY LLC portfolio value:
$202,000
portfolio value
GOALVEST ADVISORY 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 | -82.67% | -2.68K shares | -1.04M | $358.65 | 563 |
| Q2 2022 | share | Decrease | -14.50% | -551 shares | -477K | $379.15 | 3.24K |
| Q1 2022 | share | Increase | +188.24% | 2.48K shares | 1.15M | $453.69 | 3.79K |
| Q2 2021 | share | Increase | +11.04% | 131 shares | 95K | $428.29 | 1.31K |
| Q1 2021 | share | Decrease | -42.77% | -887 shares | -307K | $395.17 | 1.18K |
| Q4 2020 | share | Increase | 0.00% | 2.07K shares | 779K | $371.65 | 2.07K |