SUMMIT WEALTH & RETIREMENT PLANNING, INC. – iShares Core S&P Mid-Cap ETF Transaction History
SUMMIT WEALTH & RETIREMENT PLANNING, INC. portfolio value:
$231,000
portfolio value
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 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 | 0.00% | 0 shares | -8K | $219.26 | 1.05K | |
| Q2 2022 | share | Increase | 0.00% | 1.05K shares | 239K | $226.23 | 1.05K |
| Q4 2021 | share | Decrease | -100.00% | -1.05K shares | -278K | $282.78 | 0 |
| Q3 2021 | share | Increase | 0.00% | 1.05K shares | 278K | $263.07 | 1.05K |