CASSADY SCHILLER WEALTH MANAGEMENT, LLC – iShares Core S&P Mid-Cap ETF Transaction History
CASSADY SCHILLER WEALTH MANAGEMENT, LLC portfolio value:
$378,000
portfolio value
CASSADY SCHILLER 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 | 0.00% | 0 shares | -12K | $219.26 | 1.72K | |
| Q2 2022 | share | Decrease | -1.03% | -18 shares | -78K | $226.23 | 1.72K |
| Q1 2022 | share | Increase | +3.14% | 53 shares | -10K | $268.34 | 1.74K |
| Q4 2021 | share | Increase | 0.00% | 1.68K shares | 478K | $282.78 | 1.68K |