SOA WEALTH ADVISORS, LLC. – iShares Morningstar Growth ETF Transaction History
SOA WEALTH ADVISORS, LLC. portfolio value:
$130,000
portfolio value
SOA WEALTH ADVISORS, LLC. quarter portfolio value change:
-3.65%
quarter
iShares Morningstar Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -5K | $48.26 | 2.70K | |
| Q2 2022 | share | Increase | +0.04% | 1 shares | -40K | $50.09 | 2.70K |
| Q1 2022 | share | 0.00% | 0 shares | -20K | $65 | 2.70K | |
| Q4 2021 | share | Increase | +0.04% | 1 shares | 18K | $72.23 | 2.70K |
| Q3 2021 | share | 0.00% | 0 shares | 3K | $65.55 | 2.7K | |
| Q2 2021 | share | Decrease | -23.08% | -810 shares | -28K | $64.68 | 2.7K |
| Q1 2021 | share | 0.00% | 0 shares | -13K | $57.57 | 3.51K | |
| Q4 2020 | share | Increase | 0.00% | 3.51K shares | 215K | $57.83 | 3.51K |