PERSONAL CFO SOLUTIONS, LLC – iShares Core S&P Mid-Cap ETF Transaction History
PERSONAL CFO SOLUTIONS, LLC portfolio value:
$417,000
portfolio value
PERSONAL CFO SOLUTIONS, LLC 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 | Decrease | -10.49% | -223 shares | -64K | $219.26 | 1.90K |
| Q2 2022 | share | Increase | +6.25% | 125 shares | -56K | $226.23 | 2.12K |
| Q1 2022 | share | Decrease | -7.71% | -167 shares | -76K | $268.34 | 2K |
| Q4 2021 | share | Increase | +6.70% | 136 shares | 79K | $282.78 | 2.16K |
| Q3 2021 | share | Decrease | -2.40% | -50 shares | -25K | $263.07 | 2.03K |
| Q2 2021 | share | Increase | +5.42% | 107 shares | 45K | $267.76 | 2.08K |
| Q1 2021 | share | Decrease | -8.74% | -189 shares | 17K | $258.63 | 1.97K |
| Q4 2020 | share | Increase | 0.00% | 2.16K shares | 497K | $227.78 | 2.16K |
| Q3 2020 | share | Decrease | -100.00% | -1.99K shares | -354K | $183.12 | 0 |
| Q2 2020 | share | Decrease | -62.35% | -3.29K shares | -406K | $174.9 | 1.99K |
| Q1 2020 | share | Increase | +54.62% | 1.86K shares | 57K | $140.98 | 5.28K |
| Q4 2019 | share | Increase | +13.37% | 403 shares | 124K | $200.54 | 3.41K |
| Q3 2019 | share | Increase | 0.00% | 3.01K shares | 579K | $187.44 | 3.01K |