CLEARVIEW WEALTH ADVISORS LLC – iShares Core Moderate Allocation ETF Transaction History
CLEARVIEW WEALTH ADVISORS LLC portfolio value:
$29,000
portfolio value
CLEARVIEW WEALTH ADVISORS LLC quarter portfolio value change:
-6.03%
quarter
iShares Core Moderate Allocation ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -11.11% | -100 shares | -6K | $36.61 | 800 |
| Q2 2022 | share | Decrease | -74.06% | -2.57K shares | -114K | $38.96 | 900 |
| Q1 2022 | share | Decrease | -25.41% | -1.18K shares | -63K | $42.97 | 3.47K |
| Q4 2021 | share | Decrease | -3.12% | -150 shares | -3K | $45.56 | 4.65K |
| Q3 2021 | share | Decrease | -1.13% | -55 shares | -4K | $44.62 | 4.80K |
| Q2 2021 | share | Increase | +39.37% | 1.37K shares | 67K | $44.74 | 4.85K |
| Q1 2021 | share | Increase | +45.21% | 1.08K shares | 48K | $43.14 | 3.48K |
| Q4 2020 | share | Increase | 0.00% | 2.4K shares | 104K | $42.79 | 2.4K |