STONE POINT WEALTH LLC – iShares Core S&P Small-Cap ETF Transaction History
STONE POINT WEALTH LLC portfolio value:
$2.27M
portfolio value
STONE POINT WEALTH 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 | +9.68% | 2.30K shares | 76K | $87.19 | 26.09K |
| Q2 2022 | share | Increase | +2.82% | 653 shares | -327K | $92.41 | 23.79K |
| Q1 2022 | share | Increase | +17.90% | 3.51K shares | 279K | $107.88 | 23.14K |
| Q4 2021 | share | Increase | 0.00% | 19.62K shares | 2.24M | $114.65 | 19.62K |