LAUREL WEALTH ADVISORS LLC – iShares Core S&P Mid-Cap ETF Transaction History
LAUREL WEALTH ADVISORS LLC portfolio value:
$839,000
portfolio value
LAUREL 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 | +11.25% | 387 shares | 61K | $219.26 | 3.82K |
| Q2 2022 | share | Increase | +0.09% | 3 shares | -144K | $226.23 | 3.44K |
| Q1 2022 | share | Increase | +24.35% | 673 shares | 140K | $268.34 | 3.43K |
| Q4 2021 | share | 0.00% | 0 shares | 55K | $282.78 | 2.76K | |
| Q3 2021 | share | Decrease | -1.95% | -55 shares | -30K | $263.07 | 2.76K |
| Q2 2021 | share | Decrease | -1.43% | -41 shares | 13K | $267.76 | 2.81K |
| Q1 2021 | share | Decrease | -1.11% | -32 shares | 79K | $258.63 | 2.86K |
| Q4 2020 | share | Increase | +9.84% | 259 shares | 177K | $227.78 | 2.89K |
| Q3 2020 | share | Decrease | -11.82% | -353 shares | -43K | $183.12 | 2.63K |
| Q2 2020 | share | Increase | +0.17% | 5 shares | 102K | $174.9 | 2.98K |
| Q1 2020 | share | Decrease | -3.93% | -122 shares | -210K | $140.98 | 2.98K |
| Q4 2019 | share | Decrease | -4.90% | -160 shares | 9K | $200.54 | 3.10K |
| Q3 2019 | share | Decrease | -1.09% | -36 shares | -11K | $187.44 | 3.26K |
| Q2 2019 | share | Decrease | -9.76% | -357 shares | -51K | $187.6 | 3.29K |
| Q1 2019 | share | 0.00% | 0 shares | 85K | $182.06 | 3.65K | |
| Q4 2018 | share | Increase | 0.00% | 3.65K shares | 607K | $159.03 | 3.65K |