CAROLINAS WEALTH CONSULTING LLC – iShares Core S&P Mid-Cap ETF Transaction History
CAROLINAS WEALTH CONSULTING LLC portfolio value:
$467,000
portfolio value
CAROLINAS WEALTH CONSULTING 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 | +0.24% | 5 shares | -14K | $219.26 | 2.13K |
| Q2 2022 | share | Increase | +0.14% | 3 shares | -88K | $226.23 | 2.12K |
| Q1 2022 | share | Decrease | -21.41% | -578 shares | -195K | $268.34 | 2.12K |
| Q4 2021 | share | Increase | +1.05% | 28 shares | 61K | $282.78 | 2.7K |
| Q3 2021 | share | Increase | +0.15% | 4 shares | -14K | $263.07 | 2.67K |
| Q2 2021 | share | Decrease | -16.36% | -522 shares | -113K | $267.76 | 2.66K |
| Q1 2021 | share | Increase | +43.18% | 962 shares | 318K | $258.63 | 3.19K |
| Q4 2020 | share | Increase | +81.29% | 999 shares | 284K | $227.78 | 2.22K |
| Q3 2020 | share | Increase | +0.33% | 4 shares | 10K | $183.12 | 1.22K |
| Q2 2020 | share | Increase | +0.25% | 3 shares | 42K | $174.9 | 1.22K |
| Q1 2020 | share | Increase | 0.00% | 1.22K shares | 176K | $140.98 | 1.22K |