CLEARVIEW WEALTH ADVISORS LLC – iShares Core S&P 500 ETF Transaction History
CLEARVIEW WEALTH ADVISORS LLC portfolio value:
$633,000
portfolio value
CLEARVIEW WEALTH 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 | -0.56% | -10 shares | -40K | $358.65 | 1.76K |
| Q2 2022 | share | Decrease | -5.03% | -94 shares | -175K | $379.15 | 1.77K |
| Q1 2022 | share | Increase | +9.43% | 161 shares | 34K | $453.69 | 1.86K |
| Q4 2021 | share | Decrease | -0.99% | -17 shares | 71K | $478.18 | 1.70K |
| Q3 2021 | share | Increase | +0.17% | 3 shares | 3K | $430.82 | 1.72K |
| Q2 2021 | share | Decrease | -45.52% | -1.43K shares | -517K | $428.29 | 1.72K |
| Q1 2021 | share | Increase | +15.76% | 430 shares | 233K | $395.17 | 3.15K |
| Q4 2020 | share | Increase | 0.00% | 2.72K shares | 1.02M | $371.65 | 2.72K |