TAYLOR & MORGAN WEALTH MANAGEMENT, LLC – iShares Core S&P 500 ETF Transaction History
TAYLOR & MORGAN WEALTH MANAGEMENT, LLC portfolio value:
$9.68M
portfolio value
TAYLOR & MORGAN WEALTH MANAGEMENT, 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 | +25.01% | 5.4K shares | 1.49M | $358.65 | 26.99K |
| Q2 2022 | share | Decrease | -0.25% | -54 shares | -1.63M | $379.15 | 21.59K |
| Q1 2022 | share | Decrease | -1.77% | -389 shares | -691K | $453.69 | 21.64K |
| Q4 2021 | share | Increase | 0.00% | 22.03K shares | 10.51M | $478.18 | 22.03K |