INTERGY PRIVATE WEALTH, LLC – iShares Core S&P 500 ETF Transaction History
INTERGY PRIVATE WEALTH, LLC portfolio value:
$1.38M
portfolio value
INTERGY PRIVATE WEALTH, 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 | -2.41% | -95 shares | -115K | $358.65 | 3.85K |
| Q2 2022 | share | Decrease | -6.93% | -294 shares | -427K | $379.15 | 3.94K |
| Q1 2022 | share | Decrease | -80.69% | -17.71K shares | -8.55M | $453.69 | 4.24K |
| Q4 2021 | share | Increase | 0.00% | 21.95K shares | 10.47M | $478.18 | 21.95K |