MASCOMA WEALTH MANAGEMENT LLC – iShares S&P Mid-Cap 400 Value ETF Transaction History
MASCOMA WEALTH MANAGEMENT LLC portfolio value:
$202,000
portfolio value
MASCOMA WEALTH MANAGEMENT LLC quarter portfolio value change:
-4.67%
quarter
iShares S&P Mid-Cap 400 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -13.39% | -348 shares | -43K | $90 | 2.25K |
| Q2 2022 | share | Decrease | -50.27% | -2.62K shares | -328K | $94.41 | 2.59K |
| Q1 2022 | share | Increase | +8.90% | 427 shares | 42K | $109.64 | 5.22K |
| Q4 2021 | share | Increase | +12200.00% | 4.75K shares | 527K | $110.62 | 4.79K |
| Q3 2021 | share | Increase | 0.00% | 39 shares | 4K | $103.04 | 39 |