FALCON WEALTH PLANNING – iShares Morningstar Mid-Cap Growth ETF Transaction History
FALCON WEALTH PLANNING portfolio value:
$404,000
portfolio value
FALCON WEALTH PLANNING quarter portfolio value change:
-3.00%
quarter
iShares Morningstar Mid-Cap Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -13K | $50.38 | 8.01K | |
| Q2 2022 | share | Decrease | -19.59% | -1.95K shares | -224K | $51.94 | 8.01K |
| Q1 2022 | share | Increase | +37.12% | 2.7K shares | 108K | $64.28 | 9.97K |
| Q4 2021 | share | 0.00% | 0 shares | 32K | $73.43 | 7.27K | |
| Q3 2021 | share | Decrease | -0.01% | -1 shares | 0 | $68.88 | 7.27K |
| Q2 2021 | share | Increase | +0.03% | 2 shares | 43K | $68.79 | 7.27K |
| Q1 2021 | share | Decrease | -2.49% | -186 shares | -17K | $62.86 | 7.27K |
| Q4 2020 | share | Increase | 0.00% | 7.45K shares | 475K | $63.57 | 7.45K |