EPG WEALTH MANAGEMENT LLC – iShares Core S&P Mid-Cap ETF Transaction History
EPG WEALTH MANAGEMENT LLC portfolio value:
$4.89M
portfolio value
EPG WEALTH MANAGEMENT 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 | Increase | +12.95% | 2.55K shares | 423K | $219.26 | 22.30K |
| Q2 2022 | share | Decrease | -1.35% | -270 shares | -904K | $226.23 | 19.75K |
| Q1 2022 | share | Increase | +9.00% | 1.65K shares | 172K | $268.34 | 20.02K |
| Q4 2021 | share | Increase | +2.40% | 431 shares | 481K | $282.78 | 18.36K |
| Q3 2021 | share | Increase | +3.65% | 631 shares | 68K | $263.07 | 17.93K |
| Q2 2021 | share | Increase | +6.75% | 1.09K shares | 432K | $267.76 | 17.30K |
| Q1 2021 | share | Increase | +1324.52% | 15.07K shares | 3.95M | $258.63 | 16.21K |
| Q4 2020 | share | Decrease | -40.79% | -784 shares | -94K | $227.78 | 1.13K |
| Q3 2020 | share | Decrease | -4.80% | -97 shares | -3K | $183.12 | 1.92K |
| Q2 2020 | share | Decrease | -74.04% | -5.75K shares | -760K | $174.9 | 2.01K |
| Q1 2020 | share | Increase | +5.81% | 427 shares | -394K | $140.98 | 7.77K |
| Q4 2019 | share | Increase | 0.00% | 7.35K shares | 1.51M | $200.54 | 7.35K |