TRADITION WEALTH MANAGEMENT, LLC – iShares S&P 500 Growth ETF Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$560,000
portfolio value
TRADITION WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.14%
quarter
iShares S&P 500 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -7.62% | -798 shares | -72K | $57.85 | 9.67K |
| Q2 2022 | share | Decrease | -4.75% | -522 shares | -208K | $60.35 | 10.47K |
| Q1 2022 | share | Increase | +0.04% | 4 shares | -80K | $76.38 | 10.99K |
| Q4 2021 | share | Increase | +13.97% | 1.34K shares | 207K | $84.16 | 10.99K |
| Q3 2021 | share | 0.00% | 0 shares | 12K | $73.91 | 9.64K | |
| Q2 2021 | share | Decrease | -3.34% | -333 shares | 51K | $72.62 | 9.64K |
| Q1 2021 | share | Decrease | -2.30% | -235 shares | -2K | $64.94 | 9.97K |
| Q4 2020 | share | Increase | 0.00% | 10.21K shares | 652K | $63.55 | 10.21K |