MARION WEALTH MANAGEMENT – iShares Core S&P 500 ETF Transaction History
MARION WEALTH MANAGEMENT portfolio value:
$644,000
portfolio value
MARION WEALTH MANAGEMENT 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 | +24.20% | 350 shares | 96K | $358.65 | 1.79K |
| Q2 2022 | share | Decrease | -25.23% | -488 shares | -329K | $379.15 | 1.44K |
| Q1 2022 | share | Increase | +104.01% | 986 shares | 425K | $453.69 | 1.93K |
| Q4 2021 | share | Increase | 0.00% | 948 shares | 452K | $478.18 | 948 |