OAK HARBOR WEALTH PARTNERS, LLC – iShares Core S&P Mid-Cap ETF Transaction History
OAK HARBOR WEALTH PARTNERS, LLC portfolio value:
$6.42M
portfolio value
OAK HARBOR WEALTH PARTNERS, 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 | +3.66% | 1.03K shares | 30K | $219.26 | 29.31K |
| Q2 2022 | share | Increase | +9.87% | 2.54K shares | -510K | $226.23 | 28.28K |
| Q1 2022 | share | Increase | +12.57% | 2.87K shares | 435K | $268.34 | 25.74K |
| Q4 2021 | share | Increase | 0.00% | 22.86K shares | 6.47M | $282.78 | 22.86K |