AVANTAX PLANNING PARTNERS, INC. – iShares Preferred and Income Securities ETF Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
$619,000
portfolio value
AVANTAX PLANNING PARTNERS, INC. quarter portfolio value change:
-3.68%
quarter
iShares Preferred and Income Securities ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -34.17% | -10.13K shares | -357K | $31.67 | 19.53K |
| Q2 2022 | share | Decrease | -51.37% | -31.34K shares | -1.24M | $32.88 | 29.67K |
| Q1 2022 | share | Decrease | -13.88% | -9.83K shares | -571K | $36.42 | 61.01K |
| Q4 2021 | share | Increase | +7.29% | 4.81K shares | 230K | $39.33 | 70.84K |
| Q3 2021 | share | Decrease | -65.12% | -123.29K shares | -4.88M | $38.4 | 66.03K |
| Q2 2021 | share | Increase | +134.29% | 108.51K shares | 4.34M | $38.47 | 189.32K |
| Q1 2021 | share | Decrease | -5.07% | -4.31K shares | -175K | $37.11 | 80.80K |
| Q4 2020 | share | Increase | 0.00% | 85.12K shares | 3.27M | $36.92 | 85.12K |
| Q4 2018 | share | Increase | +2006.59% | 351.75K shares | 11.98M | $29.52 | 369.28K |
| Q3 2018 | share | Increase | +15.19% | 2.31K shares | 77K | $31.36 | 17.53K |
| Q2 2018 | share | Decrease | -46.09% | -13.01K shares | -486K | $31.41 | 15.21K |
| Q1 2018 | share | Decrease | -13.24% | -4.30K shares | -179K | $30.83 | 28.22K |
| Q4 2017 | share | Decrease | -1.41% | -465 shares | -42K | $30.95 | 32.53K |
| Q3 2017 | share | Increase | +0.82% | 270 shares | -1K | $31.01 | 33K |
| Q2 2017 | share | Increase | +16.06% | 4.53K shares | 191K | $30.88 | 32.73K |
| Q1 2017 | share | Decrease | -11.08% | -3.51K shares | -89K | $30.07 | 28.2K |
| Q4 2016 | share | Increase | 0.00% | 31.71K shares | 1.18M | $28.63 | 31.71K |