NAVIS WEALTH ADVISORS, LLC – iShares S&P 500 Value ETF Transaction History
NAVIS WEALTH ADVISORS, LLC portfolio value:
$211,000
portfolio value
NAVIS WEALTH ADVISORS, LLC 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 | -21.69% | -455 shares | -77K | $128.52 | 1.64K |
| Q2 2022 | share | Increase | 0.00% | 2.09K shares | 288K | $137.46 | 2.09K |