CLIENTFIRST WEALTH MANAGEMENT, LLC – iShares S&P Mid-Cap 400 Value ETF Transaction History
CLIENTFIRST WEALTH MANAGEMENT, LLC portfolio value:
$235,000
portfolio value
CLIENTFIRST WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.67%
quarter
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 | 0.00% | 0 shares | 22K | $90 | 2.25K | |
| Q2 2022 | share | 0.00% | 0 shares | -35K | $94.41 | 2.25K | |
| Q1 2022 | share | 0.00% | 0 shares | -1K | $109.64 | 2.25K | |
| Q4 2021 | share | Increase | 0.00% | 2.25K shares | 249K | $110.62 | 2.25K |