WESTERN WEALTH MANAGEMENT, LLC – iShares Morningstar Mid-Cap Value ETF Transaction History
WESTERN WEALTH MANAGEMENT, LLC portfolio value:
$1.46M
portfolio value
WESTERN WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.76%
quarter
iShares Morningstar Mid-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.41% | 859 shares | -37K | $55.94 | 26.07K |
| Q2 2022 | share | Decrease | -7.72% | -2.10K shares | -385K | $59.36 | 25.21K |
| Q1 2022 | share | Increase | +753.55% | 24.12K shares | 1.66M | $68.89 | 27.32K |
| Q4 2021 | share | Decrease | -17.69% | -688 shares | -32K | $68 | 3.20K |
| Q2 2021 | share | Increase | 0.00% | 3.88K shares | 250K | $63.86 | 3.88K |
| Q3 2019 | share | Decrease | -100.00% | -4.19K shares | -220K | $50.79 | 0 |
| Q2 2019 | share | Increase | 0.00% | 4.19K shares | 220K | $49.34 | 4.19K |
| Q1 2019 | share | Decrease | -100.00% | -7.43K shares | -343K | $48.5 | 0 |
| Q4 2018 | share | Increase | 0.00% | 7.43K shares | 343K | $42.99 | 7.43K |