TWELVE POINTS WEALTH MANAGEMENT LLC – iShares Core S&P 500 ETF Transaction History
TWELVE POINTS WEALTH MANAGEMENT LLC portfolio value:
$505,000
portfolio value
TWELVE POINTS WEALTH MANAGEMENT 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 | -29K | $358.65 | 1.40K | |
| Q2 2022 | share | 0.00% | 0 shares | -105K | $379.15 | 1.40K | |
| Q1 2022 | share | Decrease | -18.85% | -327 shares | -189K | $453.69 | 1.40K |
| Q4 2021 | share | Increase | 0.00% | 1.73K shares | 828K | $478.18 | 1.73K |