EVERGREEN WEALTH SOLUTIONS, LLC – iShares Core S&P Small-Cap ETF Transaction History
EVERGREEN WEALTH SOLUTIONS, LLC portfolio value:
$808,000
portfolio value
EVERGREEN WEALTH SOLUTIONS, LLC quarter portfolio value change:
-5.65%
quarter
iShares Core S&P Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +32.25% | 2.26K shares | 160K | $87.19 | 9.26K |
| Q2 2022 | share | Increase | 0.00% | 7.00K shares | 648K | $92.41 | 7.00K |
| Q1 2022 | share | Decrease | -100.00% | -1.80K shares | -207K | $107.88 | 0 |
| Q4 2021 | share | Increase | 0.00% | 1.80K shares | 207K | $114.65 | 1.80K |