ALTA WEALTH ADVISORS LLC – iShares Core S&P Small-Cap ETF Transaction History
ALTA WEALTH ADVISORS LLC portfolio value:
$303,000
portfolio value
ALTA WEALTH ADVISORS LLC quarter portfolio value change:
-5.65%
quarter
iShares Core S&P Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.40% | 14 shares | -17K | $87.19 | 3.47K |
| Q2 2022 | share | Decrease | -0.14% | -5 shares | -54K | $92.41 | 3.46K |
| Q1 2022 | share | Increase | +1.17% | 40 shares | -18K | $107.88 | 3.46K |
| Q4 2021 | share | Increase | +13.03% | 395 shares | 61K | $114.65 | 3.42K |
| Q3 2021 | share | Increase | +2.40% | 71 shares | -4K | $109.19 | 3.03K |
| Q2 2021 | share | Increase | +0.58% | 17 shares | 15K | $112.47 | 2.96K |
| Q1 2021 | share | Increase | +0.51% | 15 shares | 51K | $107.8 | 2.94K |
| Q4 2020 | share | Increase | 0.00% | 2.92K shares | 269K | $91.05 | 2.92K |