GUARDIAN WEALTH ADVISORS, LLC / NC – iShares Core S&P Mid-Cap ETF Transaction History
GUARDIAN WEALTH ADVISORS, LLC / NC portfolio value:
$443,000
portfolio value
GUARDIAN WEALTH ADVISORS, LLC / NC 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 | -9.09% | -202 shares | -60K | $219.26 | 2.02K |
| Q2 2022 | share | Increase | +34.50% | 570 shares | 60K | $226.23 | 2.22K |
| Q1 2022 | share | Increase | +0.24% | 4 shares | -24K | $268.34 | 1.65K |
| Q4 2021 | share | Increase | 0.00% | 1.64K shares | 467K | $282.78 | 1.64K |