HERITAGE WEALTH MANAGEMENT, LLC – iShares ESG Screened S&P Mid-Cap ETF Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$177,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-2.79%
quarter
iShares ESG Screened S&P Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.89% | -372 shares | -16.25K | $29.73 | 5.94K |
| Q2 2022 | share | Decrease | -7.72% | -529 shares | -56.74K | $30.58 | 6.31K |
| Q1 2022 | share | Increase | +59.59% | 2.55K shares | 95K | $36.57 | 6.84K |
| Q3 2021 | share | Increase | +18.11% | 658 shares | 20K | $36.14 | 4.29K |
| Q2 2021 | share | Increase | +39.57% | 1.03K shares | 41K | $36.96 | 3.63K |
| Q1 2021 | share | Increase | 0.00% | 2.60K shares | 94K | $35.8 | 2.60K |