TAYLOR & MORGAN WEALTH MANAGEMENT, LLC – iShares Core S&P Mid-Cap ETF Transaction History
TAYLOR & MORGAN WEALTH MANAGEMENT, LLC portfolio value:
$960,000
portfolio value
TAYLOR & MORGAN WEALTH MANAGEMENT, 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 | -45.06% | -3.58K shares | -842K | $219.26 | 4.37K |
| Q2 2022 | share | Increase | +3.76% | 289 shares | -258K | $226.23 | 7.96K |
| Q1 2022 | share | Increase | +11.98% | 821 shares | 120K | $268.34 | 7.67K |
| Q4 2021 | share | Increase | 0.00% | 6.85K shares | 1.94M | $282.78 | 6.85K |