U.S. CAPITAL WEALTH ADVISORS, LLC – iShares Core S&P Mid-Cap ETF Transaction History
U.S. CAPITAL WEALTH ADVISORS, LLC portfolio value:
$1.59M
portfolio value
U.S. CAPITAL WEALTH ADVISORS, 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 | +1.19% | 85 shares | -32K | $219.26 | 7.25K |
| Q2 2022 | share | Increase | +0.10% | 7 shares | -300K | $226.23 | 7.17K |
| Q1 2022 | share | Increase | +199.92% | 4.77K shares | 1.24M | $268.34 | 7.16K |
| Q4 2021 | share | Increase | +0.59% | 14 shares | 51K | $282.78 | 2.38K |
| Q3 2021 | share | Increase | 0.00% | 2.37K shares | 625K | $263.07 | 2.37K |