SFG WEALTH MANAGEMENT, LLC. – iShares Core S&P U.S. Value ETF Transaction History
SFG WEALTH MANAGEMENT, LLC. portfolio value:
$229,000
portfolio value
SFG WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-6.38%
quarter
iShares Core S&P U.S. Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -16.86% | -741 shares | -65K | $62.61 | 3.65K |
| Q2 2022 | share | Increase | +11.10% | 439 shares | -8K | $66.88 | 4.39K |
| Q4 2021 | share | Increase | 0.00% | 3.95K shares | 302K | $76.35 | 3.95K |