WEALTH DIMENSIONS GROUP, LTD. – iShares S&P 500 Value ETF Transaction History
WEALTH DIMENSIONS GROUP, LTD. portfolio value:
$1.66M
portfolio value
WEALTH DIMENSIONS GROUP, LTD. 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 | -0.03% | -4 shares | -117K | $128.52 | 12.98K |
| Q2 2022 | share | Decrease | -3.77% | -509 shares | -316K | $137.46 | 12.99K |
| Q1 2022 | share | Decrease | -0.49% | -66 shares | -23K | $155.72 | 13.50K |
| Q4 2021 | share | Decrease | -2.14% | -297 shares | 109K | $156.74 | 13.56K |
| Q3 2021 | share | Decrease | -1.29% | -181 shares | -58K | $145.42 | 13.86K |
| Q2 2021 | share | Decrease | -2.64% | -381 shares | 36K | $146.8 | 14.04K |
| Q1 2021 | share | Decrease | -0.93% | -136 shares | 174K | $139.94 | 14.42K |
| Q4 2020 | share | Increase | 0.00% | 14.56K shares | 1.86M | $126.22 | 14.56K |