MILESTONE WEALTH, LLC – iShares S&P 500 Value ETF Transaction History
MILESTONE WEALTH, LLC portfolio value:
$249,000
portfolio value
MILESTONE WEALTH, LLC quarter portfolio value change:
-6.50%
quarter
iShares S&P 500 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -17K | $128.52 | 1.93K | |
| Q2 2022 | share | Decrease | -14.57% | -330 shares | -89K | $137.46 | 1.93K |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $155.72 | 2.26K | |
| Q4 2021 | share | Increase | 0.00% | 2.26K shares | 355K | $156.74 | 2.26K |