CROWN WEALTH GROUP, LLC – iShares Core S&P 500 ETF Transaction History
CROWN WEALTH GROUP, LLC portfolio value:
$2.18M
portfolio value
CROWN WEALTH GROUP, 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 | -4.90% | -314 shares | -244K | $358.65 | 6.09K |
| Q2 2022 | share | Increase | +3.72% | 230 shares | -373K | $379.15 | 6.40K |
| Q1 2022 | share | Decrease | -36.50% | -3.55K shares | -1.83M | $453.69 | 6.17K |
| Q4 2021 | share | Increase | 0.00% | 9.72K shares | 4.64M | $478.18 | 9.72K |