STONE POINT WEALTH LLC – iShares Core S&P 500 ETF Transaction History
STONE POINT WEALTH LLC portfolio value:
$1.74M
portfolio value
STONE POINT 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 | Increase | +2.23% | 106 shares | -60K | $358.65 | 4.85K |
| Q2 2022 | share | Decrease | -5.60% | -282 shares | -489K | $379.15 | 4.75K |
| Q1 2022 | share | Increase | +3.14% | 153 shares | -42K | $453.69 | 5.03K |
| Q4 2021 | share | Increase | 0.00% | 4.88K shares | 2.33M | $478.18 | 4.88K |