BORDEAUX WEALTH ADVISORS LLC – iShares Core S&P Mid-Cap ETF Transaction History
BORDEAUX WEALTH ADVISORS LLC portfolio value:
$4.50M
portfolio value
BORDEAUX 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 | Decrease | -2.03% | -426 shares | -239K | $219.26 | 20.52K |
| Q2 2022 | share | Increase | +1.07% | 222 shares | -823K | $226.23 | 20.95K |
| Q1 2022 | share | 0.00% | 0 shares | -306K | $268.34 | 20.73K | |
| Q4 2021 | share | Decrease | -18.73% | -4.77K shares | -842K | $282.78 | 20.73K |
| Q3 2021 | share | Decrease | -1.49% | -387 shares | -249K | $263.07 | 25.51K |
| Q2 2021 | share | Decrease | -11.79% | -3.46K shares | -681K | $267.76 | 25.89K |
| Q1 2021 | share | Decrease | -14.26% | -4.88K shares | -228K | $258.63 | 29.35K |
| Q4 2020 | share | Increase | 0.00% | 34.24K shares | 7.86M | $227.78 | 34.24K |