MATTERN WEALTH MANAGEMENT LLC – iShares Morningstar Mid-Cap Growth ETF Transaction History
MATTERN WEALTH MANAGEMENT LLC portfolio value:
$263,000
portfolio value
MATTERN WEALTH MANAGEMENT LLC quarter portfolio value change:
-3.00%
quarter
iShares Morningstar Mid-Cap Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.69% | -36 shares | -10K | $50.38 | 5.21K |
| Q2 2022 | share | Decrease | -26.79% | -1.92K shares | -188K | $51.94 | 5.24K |
| Q1 2022 | share | Decrease | -0.33% | -24 shares | -66K | $64.28 | 7.16K |
| Q4 2021 | share | Decrease | -22.42% | -2.07K shares | -112K | $73.43 | 7.19K |
| Q3 2021 | share | Decrease | -1.09% | -102 shares | 3K | $68.88 | 9.27K |
| Q2 2021 | share | Decrease | -34.04% | -4.83K shares | -259K | $68.79 | 9.37K |
| Q1 2021 | share | Decrease | -81.96% | -64.56K shares | -4.12M | $62.86 | 14.20K |
| Q4 2020 | share | Increase | +0.35% | 276 shares | 830K | $63.57 | 78.77K |
| Q3 2020 | share | Increase | 0.00% | 78.49K shares | 4.19M | $53.25 | 78.49K |