DELOS WEALTH ADVISORS, LLC – iShares Core S&P 500 ETF Transaction History
DELOS WEALTH ADVISORS, LLC portfolio value:
$140,000
portfolio value
DELOS 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 | Decrease | -4.66% | -19 shares | -15K | $358.65 | 389 |
| Q2 2022 | share | Increase | +2.00% | 8 shares | -26K | $379.15 | 408 |
| Q1 2022 | share | Increase | +47.60% | 129 shares | 52K | $453.69 | 400 |
| Q4 2021 | share | 0.00% | 0 shares | 12K | $478.18 | 271 | |
| Q3 2021 | share | Increase | 0.00% | 271 shares | 117K | $430.82 | 271 |