WEST FINANCIAL ADVISORS, LLC – iShares Core S&P 500 ETF Transaction History
WEST FINANCIAL ADVISORS, LLC portfolio value:
$226,000
portfolio value
WEST FINANCIAL ADVISORS, 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 | Increase | +20.96% | 109 shares | 29K | $358.65 | 629 |
| Q2 2022 | share | 0.00% | 0 shares | -39K | $379.15 | 520 | |
| Q1 2022 | share | Decrease | -11.41% | -67 shares | -44K | $453.69 | 520 |
| Q4 2021 | share | 0.00% | 0 shares | 27K | $478.18 | 587 | |
| Q3 2021 | share | Increase | +12.88% | 67 shares | 29K | $430.82 | 587 |
| Q2 2021 | share | 0.00% | 0 shares | 17K | $428.29 | 520 | |
| Q1 2021 | share | 0.00% | 0 shares | 12K | $395.17 | 520 | |
| Q4 2020 | share | Increase | 0.00% | 520 shares | 195K | $371.65 | 520 |