ALTA WEALTH ADVISORS LLC – iShares Core S&P Mid-Cap ETF Transaction History
ALTA WEALTH ADVISORS LLC portfolio value:
$420,000
portfolio value
ALTA 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 | -5.90% | -120 shares | -40K | $219.26 | 1.91K |
| Q2 2022 | share | Increase | +5.23% | 101 shares | -59K | $226.23 | 2.03K |
| Q1 2022 | share | Increase | +3.20% | 60 shares | -11K | $268.34 | 1.93K |
| Q4 2021 | share | Increase | +36.22% | 498 shares | 168K | $282.78 | 1.87K |
| Q3 2021 | share | Increase | +2.23% | 30 shares | 1K | $263.07 | 1.37K |
| Q2 2021 | share | Increase | +0.45% | 6 shares | 13K | $267.76 | 1.34K |
| Q1 2021 | share | Increase | +0.07% | 1 shares | 40K | $258.63 | 1.33K |
| Q4 2020 | share | Increase | 0.00% | 1.33K shares | 308K | $227.78 | 1.33K |