SFG WEALTH MANAGEMENT, LLC. – iShares Core S&P 500 ETF Transaction History
SFG WEALTH MANAGEMENT, LLC. portfolio value:
$305,000
portfolio value
SFG WEALTH MANAGEMENT, 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 | -0.93% | -8 shares | -20K | $358.65 | 850 |
| Q2 2022 | share | Decrease | -4.35% | -39 shares | -103K | $379.15 | 858 |
| Q4 2021 | share | Increase | 0.00% | 897 shares | 428K | $478.18 | 897 |