ALTA WEALTH ADVISORS LLC – iShares S&P 500 Value ETF Transaction History
ALTA WEALTH ADVISORS LLC portfolio value:
$812,000
portfolio value
ALTA WEALTH ADVISORS LLC quarter portfolio value change:
-6.50%
quarter
iShares S&P 500 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -58K | $128.52 | 6.31K | |
| Q2 2022 | share | Increase | +0.32% | 20 shares | -111K | $137.46 | 6.31K |
| Q1 2022 | share | Increase | +40.89% | 1.82K shares | 281K | $155.72 | 6.29K |
| Q4 2021 | share | Decrease | -0.04% | -2 shares | 50K | $156.74 | 4.47K |
| Q3 2021 | share | Decrease | -1.39% | -63 shares | -20K | $145.42 | 4.47K |
| Q2 2021 | share | Decrease | -16.53% | -898 shares | -97K | $146.8 | 4.53K |
| Q1 2021 | share | Increase | +151.81% | 3.27K shares | 491K | $139.94 | 5.43K |
| Q4 2020 | share | Increase | 0.00% | 2.15K shares | 276K | $126.22 | 2.15K |