SHOREHAVEN WEALTH PARTNERS, LLC – iShares S&P 500 Value ETF Transaction History
SHOREHAVEN WEALTH PARTNERS, LLC portfolio value:
$372,000
portfolio value
SHOREHAVEN WEALTH PARTNERS, 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 | Decrease | -53.23% | -3.30K shares | -480K | $128.52 | 2.9K |
| Q2 2022 | share | Increase | 0.00% | 6.20K shares | 852K | $137.46 | 6.20K |
| Q2 2021 | share | Decrease | -100.00% | -1.87K shares | -264K | $146.8 | 0 |
| Q1 2021 | share | Decrease | -31.57% | -863 shares | -86K | $139.94 | 1.87K |
| Q4 2020 | share | Increase | 0.00% | 2.73K shares | 350K | $126.22 | 2.73K |