OPAL WEALTH ADVISORS, LLC – iShares Core S&P 500 ETF Transaction History
OPAL WEALTH ADVISORS, LLC portfolio value:
$584,000
portfolio value
OPAL 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 | Decrease | -22.26% | -466 shares | -210K | $358.65 | 1.62K |
| Q2 2022 | share | Increase | 0.00% | 2.09K shares | 794K | $379.15 | 2.09K |
| Q1 2022 | share | Decrease | -100.00% | -1.31K shares | -625K | $453.69 | 0 |
| Q4 2021 | share | Increase | 0.00% | 1.31K shares | 625K | $478.18 | 1.31K |