CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC – iShares Core Aggressive Allocation ETF Transaction History
CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC portfolio value:
$95,000
portfolio value
CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC quarter portfolio value change:
-7.41%
quarter
iShares Core Aggressive Allocation ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -55.19% | -2.1K shares | -133K | $55.45 | 1.70K |
| Q2 2022 | share | Decrease | -14.30% | -635 shares | -78K | $59.89 | 3.80K |
| Q1 2022 | share | Decrease | -10.70% | -532 shares | -56K | $68.94 | 4.44K |
| Q4 2021 | share | Decrease | -4.55% | -237 shares | -2K | $72.97 | 4.97K |
| Q3 2021 | share | Decrease | -7.36% | -414 shares | -33K | $69.66 | 5.20K |
| Q2 2021 | share | Decrease | -20.65% | -1.46K shares | -77K | $70.11 | 5.62K |
| Q1 2021 | share | Decrease | -4.13% | -305 shares | 0 | $66.31 | 7.08K |
| Q4 2020 | share | Increase | 0.00% | 7.39K shares | 474K | $63.59 | 7.39K |