LAUREL WEALTH PLANNING LLC – iShares Core S&P 500 ETF Transaction History
LAUREL WEALTH PLANNING LLC portfolio value:
$2.86M
portfolio value
LAUREL WEALTH 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 | -0.44% | -35 shares | -177K | $358.65 | 7.98K |
| Q2 2022 | share | Decrease | -4.76% | -401 shares | -780K | $379.15 | 8.02K |
| Q1 2022 | share | Decrease | -6.75% | -610 shares | -487K | $453.69 | 8.42K |
| Q4 2021 | share | Decrease | -16.23% | -1.75K shares | -337K | $478.18 | 9.03K |
| Q3 2021 | share | Decrease | -2.58% | -286 shares | -113K | $430.82 | 10.78K |
| Q2 2021 | share | Decrease | -10.51% | -1.3K shares | -162K | $428.29 | 11.06K |
| Q1 2021 | share | Decrease | -14.43% | -2.08K shares | -505K | $395.17 | 12.36K |
| Q4 2020 | share | Increase | 0.00% | 14.45K shares | 5.42M | $371.65 | 14.45K |