LUMATURE WEALTH PARTNERS, LLC – iShares Core S&P Mid-Cap ETF Transaction History
LUMATURE WEALTH PARTNERS, LLC portfolio value:
$63,000
portfolio value
LUMATURE WEALTH PARTNERS, 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 | 0.00% | 0 shares | -2K | $219.26 | 288 | |
| Q2 2022 | share | Decrease | -15.29% | -52 shares | -26K | $226.23 | 288 |
| Q1 2022 | share | Decrease | -17.07% | -70 shares | -25K | $268.34 | 340 |
| Q4 2021 | share | Decrease | -13.87% | -66 shares | -9K | $282.78 | 410 |
| Q3 2021 | share | Increase | +11.21% | 48 shares | 10K | $263.07 | 476 |
| Q2 2021 | share | Decrease | -27.21% | -160 shares | -38K | $267.76 | 428 |
| Q1 2021 | share | Decrease | -22.63% | -172 shares | -22K | $258.63 | 588 |
| Q4 2020 | share | Increase | 0.00% | 760 shares | 175K | $227.78 | 760 |