MASCOMA WEALTH MANAGEMENT LLC – iShares ESG Screened S&P Mid-Cap ETF Transaction History
MASCOMA WEALTH MANAGEMENT LLC portfolio value:
$1.38M
portfolio value
MASCOMA WEALTH MANAGEMENT LLC quarter portfolio value change:
-2.79%
quarter
iShares ESG Screened S&P Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.72% | 789 shares | -15K | $29.73 | 46.60K |
| Q2 2022 | share | Decrease | -2.66% | -1.25K shares | -320K | $30.58 | 45.81K |
| Q1 2022 | share | Increase | +19.17% | 7.57K shares | 186K | $36.57 | 47.06K |
| Q4 2021 | share | Increase | +26.08% | 8.16K shares | 403K | $38.81 | 39.49K |
| Q3 2021 | share | Increase | +4.87% | 1.45K shares | 24K | $36.14 | 31.32K |
| Q2 2021 | share | Increase | +111.45% | 15.74K shares | 600K | $36.96 | 29.87K |
| Q1 2021 | share | Increase | 0.00% | 14.12K shares | 508K | $35.8 | 14.12K |