SUMMIT FINANCIAL STRATEGIES, INC. – iShares U.S. Real Estate ETF Transaction History
SUMMIT FINANCIAL STRATEGIES, INC. portfolio value:
$290,000
portfolio value
SUMMIT FINANCIAL STRATEGIES, INC. quarter portfolio value change:
-11.48%
quarter
iShares U.S. Real Estate ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.49% | -54 shares | -43K | $81.42 | 3.56K |
| Q2 2022 | share | Increase | +5.33% | 183 shares | -39K | $91.98 | 3.61K |
| Q1 2022 | share | Increase | +0.06% | 2 shares | -27K | $108.22 | 3.43K |
| Q4 2021 | share | Decrease | -0.06% | -2 shares | 47K | $115.95 | 3.43K |
| Q3 2021 | share | Decrease | -1.60% | -56 shares | -4K | $102.39 | 3.43K |
| Q2 2021 | share | Increase | +11.93% | 372 shares | 69K | $101.66 | 3.49K |
| Q1 2021 | share | 0.00% | 0 shares | 20K | $91.23 | 3.11K | |
| Q4 2020 | share | Increase | +1.10% | 34 shares | 21K | $84.58 | 3.11K |
| Q3 2020 | share | 0.00% | 0 shares | 3K | $78.27 | 3.08K | |
| Q2 2020 | share | Decrease | -7.89% | -264 shares | 10K | $76.78 | 3.08K |
| Q1 2020 | share | Increase | 0.00% | 3.34K shares | 233K | $67.34 | 3.34K |