EVERSOURCE WEALTH ADVISORS, LLC – iShares Core S&P Mid-Cap ETF Transaction History
EVERSOURCE WEALTH ADVISORS, LLC portfolio value:
$780,000
portfolio value
EVERSOURCE WEALTH ADVISORS, 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 | Increase | +5.61% | 189 shares | 18K | $219.26 | 3.55K |
| Q2 2022 | share | Decrease | -0.97% | -33 shares | -151K | $226.23 | 3.36K |
| Q1 2022 | share | Increase | +37.68% | 931 shares | 214K | $268.34 | 3.40K |
| Q4 2021 | share | Increase | 0.00% | 2.47K shares | 699K | $282.78 | 2.47K |