BURT WEALTH ADVISORS – iShares Morningstar Mid-Cap Value ETF Transaction History
BURT WEALTH ADVISORS portfolio value:
$643,000
portfolio value
BURT WEALTH ADVISORS quarter portfolio value change:
-5.76%
quarter
iShares Morningstar Mid-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.25% | 253 shares | -25K | $55.94 | 11.49K |
| Q2 2022 | share | Increase | +14.47% | 1.42K shares | -9K | $59.36 | 11.24K |
| Q1 2022 | share | Decrease | -15.77% | -1.83K shares | -119K | $68.89 | 9.82K |
| Q4 2021 | share | Increase | +25.05% | 2.33K shares | 206K | $68 | 11.66K |
| Q3 2021 | share | 0.00% | 0 shares | -9K | $63.22 | 9.32K | |
| Q2 2021 | share | 0.00% | 0 shares | 26K | $63.86 | 9.32K | |
| Q1 2021 | share | 0.00% | 0 shares | 87K | $60.89 | 9.32K | |
| Q4 2020 | share | Increase | +90.85% | 4.44K shares | 273K | $51.4 | 9.32K |
| Q3 2020 | share | Increase | +19.60% | 801 shares | 41K | $42.82 | 4.88K |
| Q2 2020 | share | Decrease | -72.68% | -10.86K shares | -361K | $40.96 | 4.08K |
| Q1 2020 | share | Increase | 0.00% | 14.95K shares | 533K | $34.46 | 14.95K |