CANVAS WEALTH ADVISORS, LLC – iShares Core S&P 500 ETF Transaction History
CANVAS WEALTH ADVISORS, LLC portfolio value:
$3.02M
portfolio value
CANVAS 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 | Increase | +2.59% | 199 shares | 111K | $358.65 | 7.88K |
| Q2 2022 | share | Increase | +7.07% | 507 shares | -88K | $379.15 | 7.68K |
| Q1 2022 | share | Decrease | -2.22% | -163 shares | -500K | $453.69 | 7.17K |
| Q4 2021 | share | Increase | +9.74% | 651 shares | 619K | $478.18 | 7.33K |
| Q3 2021 | share | Increase | +3.64% | 235 shares | 107K | $430.82 | 6.68K |
| Q2 2021 | share | Decrease | -0.40% | -26 shares | 98K | $428.29 | 6.45K |
| Q1 2021 | share | Increase | 0.00% | 6.47K shares | 2.67M | $395.17 | 6.47K |