ALTA WEALTH ADVISORS LLC – iShares Core S&P Total U.S. Stock Market ETF Transaction History
ALTA WEALTH ADVISORS LLC portfolio value:
$780,000
portfolio value
ALTA WEALTH ADVISORS LLC quarter portfolio value change:
-5.06%
quarter
iShares Core S&P Total U.S. Stock Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.03% | 100 shares | -34K | $79.54 | 9.80K |
| Q2 2022 | share | Decrease | -2.02% | -200 shares | -186K | $83.78 | 9.70K |
| Q1 2022 | share | Decrease | -1.98% | -200 shares | -81K | $100.94 | 9.90K |
| Q4 2021 | share | Decrease | -6.04% | -650 shares | 23K | $107.29 | 10.10K |
| Q3 2021 | share | Decrease | -0.01% | -1 shares | -4K | $98.38 | 10.75K |
| Q2 2021 | share | Decrease | -6.14% | -704 shares | 12K | $98.41 | 10.75K |
| Q1 2021 | share | Decrease | -0.03% | -3 shares | 62K | $91.05 | 11.45K |
| Q4 2020 | share | Increase | 0.00% | 11.46K shares | 988K | $85.42 | 11.46K |