WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC – iShares Russell Mid-Cap ETF Transaction History
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC portfolio value:
$251,000
portfolio value
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.88%
quarter
iShares Russell Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.41% | 171 shares | 0 | $62.15 | 4.04K |
| Q2 2022 | share | Increase | +16.47% | 548 shares | -9K | $64.66 | 3.87K |
| Q1 2022 | share | Decrease | -34.00% | -1.71K shares | -158K | $78.04 | 3.32K |
| Q4 2021 | share | Increase | +198.11% | 3.35K shares | 286K | $83.08 | 5.04K |
| Q3 2021 | share | Increase | +29.98% | 390 shares | 29K | $78.22 | 1.69K |
| Q2 2021 | share | Increase | +8.60% | 103 shares | 14K | $78.98 | 1.30K |
| Q1 2021 | share | Increase | +16.09% | 166 shares | 18K | $73.54 | 1.19K |
| Q4 2020 | share | Increase | +34.03% | 262 shares | 27K | $68.01 | 1.03K |
| Q3 2020 | share | Increase | +41.28% | 225 shares | 15K | $56.74 | 770 |
| Q2 2020 | share | Increase | 0.00% | 545 shares | 29K | $52.79 | 545 |