ACCURATE WEALTH MANAGEMENT, LLC – iShares Core S&P 500 ETF Transaction History
ACCURATE WEALTH MANAGEMENT, LLC portfolio value:
$553,000
portfolio value
ACCURATE 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 | Increase | +70.75% | 624 shares | 211K | $358.65 | 1.50K |
| Q2 2022 | share | Increase | +93.42% | 426 shares | 135K | $379.15 | 882 |
| Q1 2022 | share | Increase | +2.01% | 9 shares | 0 | $453.69 | 456 |
| Q4 2021 | share | Increase | 0.00% | 447 shares | 207K | $478.18 | 447 |
| Q3 2021 | share | Decrease | -100.00% | -544 shares | -234K | $430.82 | 0 |
| Q2 2021 | share | Increase | 0.00% | 544 shares | 234K | $428.29 | 544 |