WALDRON PRIVATE WEALTH LLC – iShares Cohen & Steers REIT ETF Transaction History
WALDRON PRIVATE WEALTH LLC portfolio value:
$663,000
portfolio value
WALDRON PRIVATE WEALTH LLC quarter portfolio value change:
-11.70%
quarter
iShares Cohen & Steers REIT ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -6.21% | -818 shares | -137K | $53.66 | 12.35K |
| Q2 2022 | share | 0.00% | 0 shares | -135K | $60.77 | 13.17K | |
| Q1 2022 | share | Increase | +0.02% | 2 shares | -67K | $71.01 | 13.17K |
| Q4 2021 | share | Increase | +0.18% | 24 shares | 142K | $75.83 | 13.17K |
| Q3 2021 | share | Increase | +64.39% | 5.15K shares | 338K | $65.42 | 13.14K |
| Q2 2021 | share | Increase | 0.00% | 7.99K shares | 522K | $65.14 | 7.99K |