SOA WEALTH ADVISORS, LLC. – iShares Core S&P 500 ETF Transaction History
SOA WEALTH ADVISORS, LLC. portfolio value:
$1.59M
portfolio value
SOA WEALTH ADVISORS, LLC. 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 | 0.00% | 0 shares | -91K | $358.65 | 4.45K | |
| Q2 2022 | share | Decrease | -23.92% | -1.40K shares | -967K | $379.15 | 4.45K |
| Q1 2022 | share | Decrease | -0.88% | -52 shares | -169K | $453.69 | 5.85K |
| Q4 2021 | share | Increase | +0.17% | 10 shares | 285K | $478.18 | 5.90K |
| Q3 2021 | share | Increase | +12.64% | 662 shares | 289K | $430.82 | 5.89K |
| Q2 2021 | share | Decrease | -15.83% | -985 shares | -224K | $428.29 | 5.23K |
| Q1 2021 | share | Increase | +0.52% | 32 shares | 52K | $395.17 | 6.22K |
| Q4 2020 | share | Increase | 0.00% | 6.18K shares | 2.42M | $371.65 | 6.18K |