SOA WEALTH ADVISORS, LLC. – iShares Core Moderate Allocation ETF Transaction History
SOA WEALTH ADVISORS, LLC. portfolio value:
$248,000
portfolio value
SOA WEALTH ADVISORS, LLC. quarter portfolio value change:
-6.03%
quarter
iShares Core Moderate Allocation ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.83% | -420 shares | -32K | $36.61 | 6.78K |
| Q2 2022 | share | Increase | +10.51% | 685 shares | 1K | $38.96 | 7.2K |
| Q1 2022 | share | Increase | +0.22% | 14 shares | -17K | $42.97 | 6.51K |
| Q4 2021 | share | Increase | +0.09% | 6 shares | 6K | $45.56 | 6.50K |
| Q3 2021 | share | Increase | +0.15% | 10 shares | -2K | $44.62 | 6.49K |
| Q2 2021 | share | Decrease | -3.57% | -240 shares | 0 | $44.74 | 6.48K |
| Q1 2021 | share | Decrease | -5.80% | -414 shares | -21K | $43.14 | 6.72K |
| Q4 2020 | share | Increase | 0.00% | 7.13K shares | 313K | $42.79 | 7.13K |