BRANDYWINE OAK PRIVATE WEALTH LLC – iShares Core S&P Mid-Cap ETF Transaction History
BRANDYWINE OAK PRIVATE WEALTH LLC portfolio value:
$521,000
portfolio value
BRANDYWINE OAK PRIVATE WEALTH 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 | +3.48% | 80 shares | 2K | $219.26 | 2.37K |
| Q2 2022 | share | Decrease | -5.55% | -135 shares | -133K | $226.23 | 2.29K |
| Q1 2022 | share | Increase | +0.87% | 21 shares | -30K | $268.34 | 2.43K |
| Q4 2021 | share | Decrease | -1.35% | -33 shares | 39K | $282.78 | 2.41K |
| Q3 2021 | share | Increase | +2.17% | 52 shares | 1K | $263.07 | 2.44K |
| Q2 2021 | share | Increase | 0.00% | 2.39K shares | 642K | $267.76 | 2.39K |
| Q4 2018 | share | Increase | 0.00% | 437 shares | 72K | $159.03 | 437 |