LAUREL WEALTH PLANNING LLC – iShares Core S&P U.S. Value ETF Transaction History
LAUREL WEALTH PLANNING LLC portfolio value:
$109,000
portfolio value
LAUREL WEALTH PLANNING LLC quarter portfolio value change:
-6.38%
quarter
iShares Core S&P U.S. Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -7K | $62.61 | 1.73K | |
| Q2 2022 | share | 0.00% | 0 shares | -16K | $66.88 | 1.73K | |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $75.87 | 1.73K | |
| Q4 2021 | share | 0.00% | 0 shares | 9K | $76.35 | 1.73K | |
| Q3 2021 | share | 0.00% | 0 shares | -2K | $70.88 | 1.73K | |
| Q2 2021 | share | Decrease | -25.87% | -605 shares | -36K | $71.53 | 1.73K |
| Q1 2021 | share | Decrease | -25.32% | -793 shares | -34K | $68.24 | 2.33K |
| Q4 2020 | share | Increase | 0.00% | 3.13K shares | 195K | $61.28 | 3.13K |