POWELL INVESTMENT ADVISORS, LLC – iShares Core S&P Mid-Cap ETF Transaction History
POWELL INVESTMENT ADVISORS, LLC portfolio value:
$261,000
portfolio value
POWELL INVESTMENT ADVISORS, 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 | -16.76% | -240 shares | -63K | $219.26 | 1.19K |
| Q2 2022 | share | Increase | +40.67% | 414 shares | 51K | $226.23 | 1.43K |
| Q1 2022 | share | Increase | +0.20% | 2 shares | -15K | $268.34 | 1.01K |
| Q4 2021 | share | Increase | +0.49% | 5 shares | 22K | $282.78 | 1.01K |
| Q3 2021 | share | 0.00% | 0 shares | -6K | $263.07 | 1.01K | |
| Q2 2021 | share | Decrease | -1.17% | -12 shares | 6K | $267.76 | 1.01K |
| Q1 2021 | share | Increase | +22.66% | 189 shares | 74K | $258.63 | 1.02K |
| Q4 2020 | share | 0.00% | 0 shares | 37K | $227.78 | 834 | |
| Q3 2020 | share | 0.00% | 0 shares | 7K | $183.12 | 834 | |
| Q2 2020 | share | 0.00% | 0 shares | 28K | $174.9 | 834 | |
| Q1 2020 | share | Decrease | -9.05% | -83 shares | -69K | $140.98 | 834 |
| Q4 2019 | share | Increase | 0.00% | 917 shares | 189K | $200.54 | 917 |