WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC – iShares S&P Mid-Cap 400 Growth ETF Transaction History
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC portfolio value:
$255,000
portfolio value
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC quarter portfolio value change:
-1.11%
quarter
iShares S&P Mid-Cap 400 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.12% | -5 shares | -3K | $63.02 | 4.03K |
| Q2 2022 | share | Decrease | -0.59% | -24 shares | -56K | $63.73 | 4.04K |
| Q1 2022 | share | Decrease | -1.64% | -68 shares | -39K | $77.27 | 4.06K |
| Q4 2021 | share | Decrease | -0.12% | -5 shares | 25K | $85.18 | 4.13K |
| Q3 2021 | share | Decrease | -0.77% | -32 shares | -10K | $79.19 | 4.14K |
| Q2 2021 | share | Decrease | -4.96% | -218 shares | -6K | $80.81 | 4.17K |
| Q1 2021 | share | Decrease | -1.44% | -64 shares | 22K | $78.18 | 4.39K |
| Q4 2020 | share | Decrease | -3.07% | -141 shares | 47K | $71.96 | 4.45K |
| Q3 2020 | share | Decrease | -8.45% | -424 shares | -6K | $59.45 | 4.59K |
| Q2 2020 | share | Decrease | -3.76% | -196 shares | 48K | $55.55 | 5.02K |
| Q1 2020 | share | Decrease | -15.82% | -980 shares | -136K | $44.18 | 5.21K |
| Q4 2019 | share | Increase | 0.00% | 6.19K shares | 369K | $58.77 | 6.19K |