SOA WEALTH ADVISORS, LLC. – iShares Core Growth Allocation ETF Transaction History
SOA WEALTH ADVISORS, LLC. portfolio value:
$58,000
portfolio value
SOA WEALTH ADVISORS, LLC. quarter portfolio value change:
-6.71%
quarter
iShares Core Growth Allocation ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.46% | 6 shares | -4K | $44.78 | 1.31K |
| Q2 2022 | share | Decrease | -17.92% | -286 shares | -24K | $48 | 1.31K |
| Q1 2022 | share | Increase | +2.50% | 39 shares | -3K | $53.96 | 1.59K |
| Q4 2021 | share | Increase | +0.19% | 3 shares | 3K | $57.21 | 1.55K |
| Q3 2021 | share | Increase | +0.39% | 6 shares | 0 | $55.33 | 1.55K |
| Q2 2021 | share | Decrease | -7.36% | -123 shares | -3K | $55.59 | 1.54K |
| Q1 2021 | share | Decrease | -28.13% | -654 shares | -35K | $53.05 | 1.67K |
| Q4 2020 | share | Increase | 0.00% | 2.32K shares | 124K | $51.71 | 2.32K |