SAX WEALTH ADVISORS, LLC – iShares Core S&P 500 ETF Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$4.88M
portfolio value
SAX 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 | -1.61% | -223 shares | -363K | $358.65 | 13.61K |
| Q2 2022 | share | Increase | +9.18% | 1.16K shares | -504K | $379.15 | 13.83K |
| Q1 2022 | share | Increase | +7.22% | 877 shares | 115K | $453.69 | 13.01K |
| Q4 2021 | share | Increase | +0.13% | 16 shares | 567K | $478.18 | 12.13K |
| Q3 2021 | share | Decrease | -2.88% | -359 shares | -143K | $430.82 | 12.12K |
| Q2 2021 | share | Decrease | -28.87% | -5.06K shares | -1.61M | $428.29 | 12.48K |
| Q1 2021 | share | Increase | +36.12% | 4.65K shares | 2.14M | $395.17 | 17.54K |
| Q4 2020 | share | Increase | 0.00% | 12.89K shares | 4.83M | $371.65 | 12.89K |