WESTERN PACIFIC WEALTH MANAGEMENT, LP – iShares S&P 500 Value ETF Transaction History
WESTERN PACIFIC WEALTH MANAGEMENT, LP portfolio value:
$259,000
portfolio value
WESTERN PACIFIC WEALTH MANAGEMENT, LP 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 | Decrease | -23.84% | -631 shares | -104K | $128.52 | 2.01K |
| Q2 2022 | share | 0.00% | 0 shares | -49K | $137.46 | 2.64K | |
| Q1 2022 | share | 0.00% | 0 shares | -2K | $155.72 | 2.64K | |
| Q4 2021 | share | Increase | 0.00% | 2.64K shares | 414K | $156.74 | 2.64K |