PRINCIPLE WEALTH PARTNERS LLC – iShares Core S&P Mid-Cap ETF Transaction History
PRINCIPLE WEALTH PARTNERS LLC portfolio value:
$773,000
portfolio value
PRINCIPLE WEALTH PARTNERS 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 | +3.89% | 132 shares | 6K | $219.26 | 3.52K |
| Q2 2022 | share | Decrease | -4.07% | -144 shares | -182K | $226.23 | 3.39K |
| Q1 2022 | share | Increase | +0.17% | 6 shares | -50K | $268.34 | 3.53K |
| Q4 2021 | share | Increase | +34.37% | 903 shares | 308K | $282.78 | 3.53K |
| Q3 2021 | share | Increase | +1.98% | 51 shares | -1K | $263.07 | 2.62K |
| Q2 2021 | share | Increase | +0.39% | 10 shares | 24K | $267.76 | 2.57K |
| Q1 2021 | share | Decrease | -8.06% | -225 shares | 27K | $258.63 | 2.56K |
| Q4 2020 | share | Increase | +73.46% | 1.18K shares | 343K | $227.78 | 2.79K |
| Q3 2020 | share | Decrease | -13.45% | -250 shares | -33K | $183.12 | 1.60K |
| Q2 2020 | share | Decrease | -9.84% | -203 shares | 34K | $174.9 | 1.85K |
| Q1 2020 | share | Decrease | -37.98% | -1.26K shares | -387K | $140.98 | 2.06K |
| Q4 2019 | share | 0.00% | 0 shares | 42K | $200.54 | 3.32K | |
| Q3 2019 | share | Increase | +28.23% | 732 shares | 138K | $187.44 | 3.32K |
| Q2 2019 | share | Increase | +15.97% | 357 shares | 81K | $187.6 | 2.59K |
| Q1 2019 | share | Decrease | -2.82% | -65 shares | 41K | $182.06 | 2.23K |
| Q4 2018 | share | Increase | 0.00% | 2.30K shares | 382K | $159.03 | 2.30K |