ALTA WEALTH ADVISORS LLC – iShares Core S&P 500 ETF Transaction History
ALTA WEALTH ADVISORS LLC portfolio value:
$2.97M
portfolio value
ALTA WEALTH 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 | +0.07% | 6 shares | -171K | $358.65 | 8.28K |
| Q2 2022 | share | Decrease | -1.48% | -124 shares | -670K | $379.15 | 8.27K |
| Q1 2022 | share | Increase | +1.40% | 116 shares | -140K | $453.69 | 8.4K |
| Q4 2021 | share | Increase | +9.97% | 751 shares | 706K | $478.18 | 8.28K |
| Q3 2021 | share | Increase | +1.02% | 76 shares | 39K | $430.82 | 7.53K |
| Q2 2021 | share | Increase | +0.68% | 50 shares | 259K | $428.29 | 7.45K |
| Q1 2021 | share | Decrease | -0.38% | -28 shares | 156K | $395.17 | 7.40K |
| Q4 2020 | share | Increase | 0.00% | 7.43K shares | 2.79M | $371.65 | 7.43K |