CLEARVIEW WEALTH ADVISORS LLC – iShares Core Conservative Allocation ETF Transaction History
CLEARVIEW WEALTH ADVISORS LLC portfolio value:
$206,000
portfolio value
CLEARVIEW WEALTH ADVISORS LLC quarter portfolio value change:
-5.64%
quarter
iShares Core Conservative Allocation ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.02% | -130 shares | -17K | $32.62 | 6.31K |
| Q2 2022 | share | Decrease | -31.45% | -2.95K shares | -131K | $34.57 | 6.44K |
| Q1 2022 | share | Decrease | -67.01% | -19.07K shares | -785K | $37.67 | 9.39K |
| Q4 2021 | share | Decrease | -9.80% | -3.09K shares | -108K | $39.95 | 28.47K |
| Q3 2021 | share | Increase | +17.61% | 4.72K shares | 179K | $39.38 | 31.56K |
| Q2 2021 | share | Increase | +15.69% | 3.64K shares | 171K | $39.52 | 26.83K |
| Q1 2021 | share | Increase | +51.41% | 7.87K shares | 303K | $38.28 | 23.19K |
| Q4 2020 | share | Increase | 0.00% | 15.32K shares | 594K | $38.32 | 15.32K |