SOA WEALTH ADVISORS, LLC. – iShares S&P Small-Cap 600 Value ETF Transaction History
SOA WEALTH ADVISORS, LLC. portfolio value:
$4.32M
portfolio value
SOA WEALTH ADVISORS, LLC. quarter portfolio value change:
-7.39%
quarter
iShares S&P Small-Cap 600 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +8.12% | 3.93K shares | 6K | $82.45 | 52.41K |
| Q2 2022 | share | Increase | +1.76% | 840 shares | -562K | $89.03 | 48.47K |
| Q1 2022 | share | Increase | +1.08% | 507 shares | -50K | $102.39 | 47.63K |
| Q4 2021 | share | Increase | +2.33% | 1.07K shares | 291K | $104.55 | 47.12K |
| Q3 2021 | share | Increase | +1.15% | 525 shares | -164K | $100.67 | 46.05K |
| Q2 2021 | share | Decrease | -3.44% | -1.62K shares | 50K | $104.9 | 45.53K |
| Q1 2021 | share | Decrease | -13.86% | -7.58K shares | -353K | $100.01 | 47.15K |
| Q4 2020 | share | Increase | 0.00% | 54.74K shares | 5.10M | $80.44 | 54.74K |