WEALTH DIMENSIONS GROUP, LTD. – iShares Core S&P Mid-Cap ETF Transaction History
WEALTH DIMENSIONS GROUP, LTD. portfolio value:
$563,000
portfolio value
WEALTH DIMENSIONS GROUP, LTD. 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 | Increase | +2.27% | 57 shares | -5K | $219.26 | 2.56K |
| Q2 2022 | share | Decrease | -11.99% | -342 shares | -197K | $226.23 | 2.51K |
| Q1 2022 | share | Decrease | -0.77% | -22 shares | -49K | $268.34 | 2.85K |
| Q4 2021 | share | Decrease | -0.21% | -6 shares | 56K | $282.78 | 2.87K |
| Q3 2021 | share | Increase | +21.67% | 513 shares | 122K | $263.07 | 2.88K |
| Q2 2021 | share | Increase | +2.82% | 65 shares | 37K | $267.76 | 2.36K |
| Q1 2021 | share | Increase | +86.40% | 1.06K shares | 315K | $258.63 | 2.30K |
| Q4 2020 | share | Increase | 0.00% | 1.23K shares | 284K | $227.78 | 1.23K |