OAK HARBOR WEALTH PARTNERS, LLC – iShares S&P 500 Value ETF Transaction History
OAK HARBOR WEALTH PARTNERS, LLC portfolio value:
$35,000
portfolio value
OAK HARBOR WEALTH PARTNERS, LLC 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 | 0.00% | 0 shares | -2K | $128.52 | 271 | |
| Q2 2022 | share | Decrease | -2.87% | -8 shares | -6K | $137.46 | 271 |
| Q1 2022 | share | Increase | +2.95% | 8 shares | 1K | $155.72 | 279 |
| Q4 2021 | share | Increase | 0.00% | 271 shares | 42K | $156.74 | 271 |