CAROLINA WEALTH ADVISORS, LLC – iShares Morningstar Mid-Cap Value ETF Transaction History
CAROLINA WEALTH ADVISORS, LLC portfolio value:
$29,000
portfolio value
CAROLINA WEALTH ADVISORS, 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 | 0.00% | 0 shares | -1K | $55.94 | 510 | |
| Q2 2022 | share | 0.00% | 0 shares | -5K | $59.36 | 510 | |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $68.89 | 510 | |
| Q4 2021 | share | 0.00% | 0 shares | 3K | $68 | 510 | |
| Q3 2021 | share | 0.00% | 0 shares | -1K | $63.22 | 510 | |
| Q2 2021 | share | 0.00% | 0 shares | 2K | $63.86 | 510 | |
| Q1 2021 | share | 0.00% | 0 shares | 4K | $60.89 | 510 | |
| Q4 2020 | share | 0.00% | 0 shares | 5K | $51.4 | 510 | |
| Q3 2020 | share | 0.00% | 0 shares | 1K | $42.82 | 510 | |
| Q2 2020 | share | 0.00% | 0 shares | 3K | $40.96 | 510 | |
| Q1 2020 | share | 0.00% | 0 shares | -11K | $34.46 | 510 | |
| Q4 2019 | share | Increase | 0.00% | 510 shares | 29K | $53.61 | 510 |