LEGACY WEALTH PLANNING, LLC – iShares Core S&P Mid-Cap ETF Transaction History
LEGACY WEALTH PLANNING, LLC portfolio value:
$293,000
portfolio value
LEGACY WEALTH PLANNING, 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 | -7.54% | -109 shares | -34K | $219.26 | 1.33K |
| Q2 2022 | share | Increase | +3.07% | 43 shares | -49K | $226.23 | 1.44K |
| Q1 2022 | share | Increase | +37.99% | 386 shares | 88K | $268.34 | 1.40K |
| Q4 2021 | share | Decrease | -7.47% | -82 shares | -1K | $282.78 | 1.01K |
| Q3 2021 | share | 0.00% | 0 shares | -6K | $263.07 | 1.09K | |
| Q2 2021 | share | Decrease | -8.35% | -100 shares | -17K | $267.76 | 1.09K |
| Q1 2021 | share | Decrease | -7.20% | -93 shares | 15K | $258.63 | 1.19K |
| Q4 2020 | share | Decrease | -92.61% | -16.17K shares | -2.93M | $227.78 | 1.29K |
| Q3 2020 | share | Decrease | -8.12% | -1.54K shares | -144K | $183.12 | 17.46K |
| Q2 2020 | share | Decrease | -2.26% | -439 shares | 583K | $174.9 | 19.00K |
| Q1 2020 | share | Increase | +0.13% | 26 shares | -1.2M | $140.98 | 19.44K |
| Q4 2019 | share | Increase | 0.00% | 19.41K shares | 3.99M | $200.54 | 19.41K |