CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC – iShares Core S&P Small-Cap ETF Transaction History
CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC portfolio value:
$33,000
portfolio value
CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC quarter portfolio value change:
-5.65%
quarter
iShares Core S&P Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -34.60% | -200 shares | -20K | $87.19 | 378 |
| Q2 2022 | share | Decrease | -4.15% | -25 shares | -12K | $92.41 | 578 |
| Q1 2022 | share | Decrease | -1.63% | -10 shares | -5K | $107.88 | 603 |
| Q4 2021 | share | Increase | +152.26% | 370 shares | 43K | $114.65 | 613 |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $109.19 | 243 | |
| Q2 2021 | share | Increase | +21.50% | 43 shares | 5K | $112.47 | 243 |
| Q1 2021 | share | 0.00% | 0 shares | 4K | $107.8 | 200 | |
| Q4 2020 | share | Increase | 0.00% | 200 shares | 18K | $91.05 | 200 |