CASTLE WEALTH MANAGEMENT LLC – iShares S&P 500 Value ETF Transaction History
CASTLE WEALTH MANAGEMENT LLC portfolio value:
$1.68M
portfolio value
CASTLE WEALTH MANAGEMENT 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 | Decrease | -1.15% | -152 shares | -138K | $128.52 | 13.12K |
| Q2 2022 | share | Increase | 0.00% | 13.27K shares | 1.82M | $137.46 | 13.27K |