SANFORD ADVISORY SERVICES, LLC – iShares Morningstar Small-Cap ETF Transaction History
SANFORD ADVISORY SERVICES, LLC portfolio value:
$996,000
portfolio value
SANFORD ADVISORY SERVICES, LLC quarter portfolio value change:
-3.50%
quarter
iShares Morningstar Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.38% | -327 shares | -51K | $42.7 | 23.30K |
| Q2 2022 | share | 0.00% | 0 shares | -220K | $44.25 | 23.63K | |
| Q1 2022 | share | Decrease | -0.94% | -225 shares | -99K | $53.54 | 23.63K |
| Q4 2021 | share | Decrease | -15.57% | -4.4K shares | -220K | $57.31 | 23.86K |
| Q3 2021 | share | 0.00% | 0 shares | -71K | $56.09 | 28.26K | |
| Q2 2021 | share | Decrease | -4.93% | -1.46K shares | 2K | $58.44 | 28.26K |
| Q1 2021 | share | Increase | +3.42% | 984 shares | 237K | $56.07 | 29.72K |
| Q4 2020 | share | Increase | 0.00% | 28.74K shares | 1.41M | $48.92 | 28.74K |