PHYSICIAN WEALTH ADVISORS, INC. – iShares Core S&P Mid-Cap ETF Transaction History
PHYSICIAN WEALTH ADVISORS, INC. portfolio value:
$6.69M
portfolio value
PHYSICIAN WEALTH ADVISORS, 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 | Increase | +2.67% | 745 shares | -312K | $219.26 | 28.67K |
| Q2 2022 | share | Increase | +1.91% | 524 shares | -127K | $226.23 | 27.93K |
| Q1 2022 | share | Increase | +32.62% | 6.74K shares | 1.38M | $268.34 | 27.40K |
| Q4 2021 | share | Increase | +8.53% | 1.62K shares | 531K | $282.78 | 20.66K |
| Q3 2021 | share | Increase | +4.94% | 897 shares | 422K | $263.07 | 19.04K |
| Q2 2021 | share | Increase | +1.94% | 346 shares | 65K | $267.76 | 18.14K |
| Q1 2021 | share | Increase | +1.97% | 344 shares | 380K | $258.63 | 17.8K |
| Q4 2020 | share | Increase | +5.39% | 893 shares | 1.15M | $227.78 | 17.45K |
| Q3 2020 | share | Increase | +9.26% | 1.40K shares | 253K | $183.12 | 16.56K |
| Q2 2020 | share | Increase | +71.87% | 6.33K shares | 1.61M | $174.9 | 15.15K |
| Q1 2020 | share | Decrease | -38.70% | -5.56K shares | -1.64M | $140.98 | 8.82K |
| Q4 2019 | share | Increase | +5.93% | 805 shares | 239K | $200.54 | 14.38K |
| Q3 2019 | share | Increase | 0.00% | 13.58K shares | 2.73M | $187.44 | 13.58K |