WEALTH DIMENSIONS GROUP, LTD. – iShares Core S&P 500 ETF Transaction History
WEALTH DIMENSIONS GROUP, LTD. portfolio value:
$10.79M
portfolio value
WEALTH DIMENSIONS GROUP, LTD. 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 | +6.03% | 1.71K shares | 33K | $358.65 | 30.08K |
| Q2 2022 | share | Decrease | -9.45% | -2.96K shares | -3.45M | $379.15 | 28.37K |
| Q1 2022 | share | Increase | +31.39% | 7.48K shares | 2.84M | $453.69 | 31.33K |
| Q4 2021 | share | Decrease | -0.33% | -80 shares | 1.06M | $478.18 | 23.85K |
| Q3 2021 | share | Decrease | -1.90% | -464 shares | -177K | $430.82 | 23.93K |
| Q2 2021 | share | Decrease | -1.01% | -249 shares | 683K | $428.29 | 24.39K |
| Q1 2021 | share | Decrease | -1.84% | -463 shares | 380K | $395.17 | 24.64K |
| Q4 2020 | share | Increase | 0.00% | 25.10K shares | 9.42M | $371.65 | 25.10K |