BERGANKDV WEALTH MANAGEMENT, LLC – iShares U.S. Real Estate ETF Transaction History
BERGANKDV WEALTH MANAGEMENT, LLC portfolio value:
$218,000
portfolio value
BERGANKDV WEALTH MANAGEMENT, LLC 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 | -5.57% | -158 shares | -43K | $81.42 | 2.68K |
| Q2 2022 | share | Decrease | -1.97% | -57 shares | -52K | $91.98 | 2.83K |
| Q1 2022 | share | Increase | 0.00% | 2.89K shares | 313K | $108.22 | 2.89K |
| Q3 2020 | share | Decrease | -100.00% | -610 shares | -48K | $78.27 | 0 |
| Q2 2020 | share | 0.00% | 0 shares | 6K | $76.78 | 610 | |
| Q1 2020 | share | Increase | +143.03% | 359 shares | 19K | $67.34 | 610 |
| Q4 2019 | share | 0.00% | 0 shares | 0 | $89.28 | 251 | |
| Q3 2019 | share | Decrease | -89.36% | -2.10K shares | -183K | $88.85 | 251 |
| Q2 2019 | share | Increase | +11.69% | 247 shares | 22K | $82.34 | 2.36K |
| Q1 2019 | share | Decrease | -3.30% | -72 shares | 20K | $81.47 | 2.11K |
| Q4 2018 | share | Increase | +0.14% | 3 shares | -11K | $69.65 | 2.18K |
| Q3 2018 | share | Increase | +4.25% | 89 shares | 6K | $73.92 | 2.18K |
| Q2 2018 | share | Increase | 0.00% | 2.09K shares | 169K | $73.7 | 2.09K |