ATLANTIC PRIVATE WEALTH, LLC – iShares Core S&P 500 ETF Transaction History
ATLANTIC PRIVATE WEALTH, LLC portfolio value:
$1.85M
portfolio value
ATLANTIC PRIVATE WEALTH, 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 | -24.67% | -1.69K shares | -748K | $358.65 | 5.16K |
| Q2 2022 | share | Decrease | -2.38% | -167 shares | -587K | $379.15 | 6.85K |
| Q1 2022 | share | Decrease | -3.50% | -255 shares | -285K | $453.69 | 7.02K |
| Q4 2021 | share | Increase | 0.00% | 7.28K shares | 3.47M | $478.18 | 7.28K |