FORUM FINANCIAL MANAGEMENT, LP – iShares S&P 500 Value ETF Transaction History
FORUM FINANCIAL MANAGEMENT, LP portfolio value:
$1.28M
portfolio value
FORUM FINANCIAL MANAGEMENT, LP quarter portfolio value change:
-6.50%
quarter
iShares S&P 500 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.07% | 106 shares | -74K | $128.52 | 9.97K |
| Q2 2022 | share | Decrease | -1.93% | -194 shares | -210K | $137.46 | 9.86K |
| Q1 2022 | share | Increase | +10.25% | 935 shares | 137K | $155.72 | 10.06K |
| Q4 2021 | share | Increase | 0.00% | 9.12K shares | 1.42M | $156.74 | 9.12K |