SOA WEALTH ADVISORS, LLC. – iShares Core S&P Mid-Cap ETF Transaction History
SOA WEALTH ADVISORS, LLC. portfolio value:
$4.20M
portfolio value
SOA 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 | Increase | +3.57% | 661 shares | 16K | $219.26 | 19.17K |
| Q2 2022 | share | Decrease | -6.52% | -1.29K shares | -1.12M | $226.23 | 18.51K |
| Q1 2022 | share | Increase | +0.47% | 92 shares | -260K | $268.34 | 19.80K |
| Q4 2021 | share | Decrease | -0.65% | -129 shares | 355K | $282.78 | 19.71K |
| Q3 2021 | share | Decrease | -1.27% | -255 shares | -181K | $263.07 | 19.84K |
| Q2 2021 | share | Decrease | -5.38% | -1.14K shares | -128K | $267.76 | 20.09K |
| Q1 2021 | share | Decrease | -5.20% | -1.16K shares | -106K | $258.63 | 21.23K |
| Q4 2020 | share | Increase | 0.00% | 22.40K shares | 5.63M | $227.78 | 22.40K |