SWEET FINANCIAL PARTNERS, LLC – iShares Morningstar Value ETF Transaction History
SWEET FINANCIAL PARTNERS, LLC portfolio value:
$661,000
portfolio value
SWEET FINANCIAL PARTNERS, LLC quarter portfolio value change:
-6.49%
quarter
iShares Morningstar Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.75% | 87 shares | -41K | $56.47 | 11.71K |
| Q2 2022 | share | Increase | 0.00% | 11.62K shares | 702K | $60.39 | 11.62K |