LEGACY WEALTH PLANNING, LLC – iShares U.S. Medical Devices ETF Transaction History
LEGACY WEALTH PLANNING, LLC portfolio value:
$580,000
portfolio value
LEGACY WEALTH PLANNING, LLC quarter portfolio value change:
-6.46%
quarter
iShares U.S. Medical Devices ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.39% | -700 shares | -75K | $47.18 | 12.29K |
| Q2 2022 | share | 0.00% | 0 shares | -137K | $50.44 | 12.99K | |
| Q1 2022 | share | Increase | +16.15% | 1.80K shares | 56K | $60.96 | 12.99K |
| Q4 2021 | share | Decrease | -2.61% | -300 shares | 15K | $66.23 | 11.18K |
| Q3 2021 | share | 0.00% | 0 shares | 30K | $62.78 | 11.48K | |
| Q2 2021 | share | Increase | +1.32% | 150 shares | 67K | $60.15 | 11.48K |
| Q1 2021 | share | Increase | +9.32% | 966 shares | 58K | $54.99 | 11.33K |
| Q4 2020 | share | 0.00% | 0 shares | 48K | $54.47 | 10.36K | |
| Q3 2020 | share | Decrease | -1.65% | -174 shares | 53K | $49.8 | 10.36K |
| Q2 2020 | share | Increase | +7.40% | 726 shares | 96K | $43.98 | 10.54K |
| Q1 2020 | share | Decrease | -3.14% | -318 shares | -77K | $37.4 | 9.81K |
| Q4 2019 | share | Increase | 0.00% | 10.13K shares | 446K | $43.87 | 10.13K |