9258 WEALTH MANAGEMENT, LLC – iShares S&P Mid-Cap 400 Growth ETF Transaction History
9258 WEALTH MANAGEMENT, LLC portfolio value:
$925,000
portfolio value
9258 WEALTH MANAGEMENT, LLC quarter portfolio value change:
-1.11%
quarter
iShares S&P Mid-Cap 400 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.04% | -6 shares | -11K | $63.02 | 14.67K |
| Q2 2022 | share | Increase | +0.04% | 6 shares | -198K | $63.73 | 14.68K |
| Q1 2022 | share | Increase | +0.44% | 65 shares | -112K | $77.27 | 14.67K |
| Q4 2021 | share | Increase | +5.88% | 812 shares | 153K | $85.18 | 14.61K |
| Q3 2021 | share | 0.00% | 0 shares | -24K | $79.19 | 13.8K | |
| Q2 2021 | share | 0.00% | 0 shares | 35K | $80.81 | 13.8K | |
| Q1 2021 | share | 0.00% | 0 shares | 85K | $78.18 | 13.8K | |
| Q4 2020 | share | Decrease | -75.00% | -41.4K shares | 161K | $71.96 | 13.8K |
| Q3 2020 | share | Increase | +278.08% | 40.6K shares | 18K | $59.45 | 55.2K |
| Q2 2020 | share | 0.00% | 0 shares | 85K | $55.55 | 14.6K | |
| Q1 2020 | share | 0.00% | 0 shares | -136K | $44.18 | 14.6K | |
| Q4 2019 | share | Increase | 0.00% | 14.6K shares | 869K | $58.77 | 14.6K |