CAPASSO PLANNING PARTNERS LLC – iShares Core S&P 500 ETF Transaction History
CAPASSO PLANNING PARTNERS LLC portfolio value:
$238,000
portfolio value
CAPASSO PLANNING PARTNERS 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 | -57.32% | -893 shares | -353K | $358.65 | 665 |
| Q2 2022 | share | Increase | +134.99% | 895 shares | 290K | $379.15 | 1.55K |
| Q1 2022 | share | Decrease | -29.47% | -277 shares | -147K | $453.69 | 663 |
| Q4 2021 | share | Increase | 0.00% | 940 shares | 448K | $478.18 | 940 |