WMG FINANCIAL ADVISORS, LLC – iShares Core S&P 500 ETF Transaction History
WMG FINANCIAL ADVISORS, LLC portfolio value:
$541,000
portfolio value
WMG FINANCIAL 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 | -15.88% | -286 shares | -143K | $358.65 | 1.51K |
| Q2 2022 | share | Decrease | -23.69% | -559 shares | -385K | $379.15 | 1.80K |
| Q1 2022 | share | Decrease | -17.36% | -496 shares | -292K | $453.69 | 2.36K |
| Q4 2021 | share | Increase | 0.00% | 2.85K shares | 1.36M | $478.18 | 2.85K |