PLANNING DIRECTIONS INC – iShares Core S&P Mid-Cap ETF Transaction History
PLANNING DIRECTIONS INC portfolio value:
$283,000
portfolio value
PLANNING DIRECTIONS INC quarter portfolio value change:
-3.08%
quarter
iShares Core S&P Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +14.68% | 165 shares | 29K | $219.26 | 1.28K |
| Q2 2022 | share | Increase | +0.90% | 10 shares | -45K | $226.23 | 1.12K |
| Q1 2022 | share | Increase | +0.36% | 4 shares | -15K | $268.34 | 1.11K |
| Q4 2021 | share | Increase | +6.42% | 67 shares | 40K | $282.78 | 1.11K |
| Q3 2021 | share | Increase | +2.46% | 25 shares | 0 | $263.07 | 1.04K |
| Q2 2021 | share | Decrease | -2.58% | -27 shares | 2K | $267.76 | 1.01K |
| Q1 2021 | share | Decrease | -6.03% | -67 shares | 16K | $258.63 | 1.04K |
| Q4 2020 | share | Decrease | -3.89% | -45 shares | 42K | $227.78 | 1.11K |
| Q3 2020 | share | Decrease | -6.62% | -82 shares | -6K | $183.12 | 1.15K |
| Q2 2020 | share | Increase | 0.00% | 1.23K shares | 220K | $174.9 | 1.23K |
| Q1 2020 | share | Decrease | -100.00% | -1.35K shares | -278K | $140.98 | 0 |
| Q4 2019 | share | Decrease | -8.54% | -126 shares | -7K | $200.54 | 1.35K |
| Q3 2019 | share | Increase | +0.41% | 6 shares | 0 | $187.44 | 1.47K |
| Q2 2019 | share | Decrease | -0.94% | -14 shares | 4K | $187.6 | 1.47K |
| Q1 2019 | share | Increase | 0.00% | 1.48K shares | 281K | $182.06 | 1.48K |
| Q4 2018 | share | Decrease | -100.00% | -1.17K shares | -237K | $159.03 | 0 |
| Q3 2018 | share | Increase | 0.00% | 1.17K shares | 237K | $192.24 | 1.17K |