LAUREL WEALTH PLANNING LLC – iShares Core S&P Small-Cap ETF Transaction History
LAUREL WEALTH PLANNING LLC portfolio value:
$2.77M
portfolio value
LAUREL WEALTH 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 | -8.41% | -2.92K shares | -437K | $87.19 | 31.84K |
| Q2 2022 | share | Increase | +6.79% | 2.21K shares | -299K | $92.41 | 34.76K |
| Q1 2022 | share | Increase | +6.65% | 2.03K shares | 16K | $107.88 | 32.55K |
| Q4 2021 | share | Decrease | -17.70% | -6.56K shares | -554K | $114.65 | 30.52K |
| Q3 2021 | share | Decrease | -2.60% | -989 shares | -252K | $109.19 | 37.09K |
| Q2 2021 | share | Decrease | -10.38% | -4.40K shares | -309K | $112.47 | 38.07K |
| Q1 2021 | share | Decrease | -0.19% | -81 shares | 699K | $107.8 | 42.48K |
| Q4 2020 | share | Increase | 0.00% | 42.56K shares | 3.91M | $91.05 | 42.56K |