ENCOMPASS WEALTH ADVISORS, LLC – iShares S&P Mid-Cap 400 Value ETF Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
$301,000
portfolio value
iShares S&P Mid-Cap 400 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | 0.00% | 3.34K shares | 301K | $90 | 3.34K |
| Q1 2021 | share | Decrease | -100.00% | -3.61K shares | -312K | $101.06 | 0 |
| Q4 2020 | share | Increase | 0.00% | 3.61K shares | 312K | $85.25 | 3.61K |