CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC – iShares Core S&P 500 ETF Transaction History
CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC portfolio value:
$2.08M
portfolio value
CLEAR PERSPECTIVES FINANCIAL PLANNING, 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 | -0.60% | -35 shares | -132K | $358.65 | 5.81K |
| Q2 2022 | share | Decrease | -10.49% | -685 shares | -747K | $379.15 | 5.84K |
| Q1 2022 | share | Decrease | -0.34% | -22 shares | -163K | $453.69 | 6.53K |
| Q4 2021 | share | Decrease | -0.67% | -44 shares | 284K | $478.18 | 6.55K |
| Q3 2021 | share | Increase | +1.96% | 127 shares | 60K | $430.82 | 6.59K |
| Q2 2021 | share | Decrease | -0.60% | -39 shares | 193K | $428.29 | 6.47K |
| Q1 2021 | share | Decrease | -1.60% | -106 shares | 106K | $395.17 | 6.51K |
| Q4 2020 | share | Increase | 0.00% | 6.61K shares | 2.48M | $371.65 | 6.61K |