LIVE OAK PRIVATE WEALTH LLC – iShares Core S&P Mid-Cap ETF Transaction History
LIVE OAK PRIVATE WEALTH LLC portfolio value:
$274,000
portfolio value
LIVE OAK PRIVATE WEALTH LLC 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 | Decrease | -3.93% | -51 shares | -20K | $219.26 | 1.24K |
| Q2 2022 | share | Decrease | -10.10% | -146 shares | -94K | $226.23 | 1.29K |
| Q1 2022 | share | Increase | +0.91% | 13 shares | -17K | $268.34 | 1.44K |
| Q4 2021 | share | Increase | +0.77% | 11 shares | 31K | $282.78 | 1.43K |
| Q3 2021 | share | Increase | +1.86% | 26 shares | -1K | $263.07 | 1.42K |
| Q2 2021 | share | Increase | 0.00% | 1.39K shares | 375K | $267.76 | 1.39K |