SAX WEALTH ADVISORS, LLC – iShares S&P 500 Growth ETF Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$296,000
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
-4.14%
quarter
iShares S&P 500 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.02% | 1 shares | -13K | $57.85 | 5.11K |
| Q2 2022 | share | Increase | +0.14% | 7 shares | -81K | $60.35 | 5.11K |
| Q1 2022 | share | Increase | +0.14% | 7 shares | -37K | $76.38 | 5.10K |
| Q4 2021 | share | Decrease | -47.70% | -4.65K shares | -294K | $84.16 | 5.10K |
| Q3 2021 | share | 0.00% | 0 shares | 12K | $73.91 | 9.75K | |
| Q2 2021 | share | Increase | +0.11% | 11 shares | 75K | $72.62 | 9.75K |
| Q1 2021 | share | 0.00% | 0 shares | 12K | $64.94 | 9.74K | |
| Q4 2020 | share | Increase | 0.00% | 9.74K shares | 622K | $63.55 | 9.74K |