WEALTH DIMENSIONS GROUP, LTD. – iShares Core S&P Small-Cap ETF Transaction History
WEALTH DIMENSIONS GROUP, LTD. portfolio value:
$787,000
portfolio value
WEALTH DIMENSIONS GROUP, LTD. quarter portfolio value change:
-5.65%
quarter
iShares Core S&P Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.27% | 370 shares | -13K | $87.19 | 9.03K |
| Q2 2022 | share | Decrease | -1.68% | -148 shares | -150K | $92.41 | 8.66K |
| Q1 2022 | share | Increase | +0.08% | 7 shares | -58K | $107.88 | 8.80K |
| Q4 2021 | share | Increase | +3.15% | 269 shares | 76K | $114.65 | 8.80K |
| Q3 2021 | share | Increase | +1.68% | 141 shares | -16K | $109.19 | 8.53K |
| Q2 2021 | share | Decrease | -0.49% | -41 shares | 33K | $112.47 | 8.39K |
| Q1 2021 | share | Increase | +12.40% | 930 shares | 226K | $107.8 | 8.43K |
| Q4 2020 | share | Increase | 0.00% | 7.50K shares | 689K | $91.05 | 7.50K |