GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT – iShares U.S. Financials ETF Transaction History
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT portfolio value:
$2.35M
portfolio value
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT quarter portfolio value change:
-3.47%
quarter
iShares U.S. Financials ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -14.47% | -5.89K shares | -498K | $67.55 | 34.85K |
| Q2 2022 | share | Decrease | -3.72% | -1.57K shares | -726K | $69.98 | 40.75K |
| Q1 2022 | share | Increase | +13.12% | 4.91K shares | 334K | $84.53 | 42.33K |
| Q4 2021 | share | Increase | +36589.22% | 37.32K shares | 3.14M | $86.79 | 37.42K |
| Q3 2021 | share | Decrease | -99.64% | -28.57K shares | -2.22M | $82.55 | 102 |
| Q2 2021 | share | Increase | +12.06% | 3.08K shares | 408K | $80.71 | 28.67K |
| Q1 2021 | share | Increase | +26.61% | 5.37K shares | 567K | $74.37 | 25.59K |
| Q4 2020 | share | Increase | 0.00% | 20.21K shares | 1.34M | $66.09 | 20.21K |
| Q3 2020 | share | Decrease | -100.00% | -20.28K shares | -1.11M | $55.94 | 0 |
| Q2 2020 | share | Increase | +5.19% | 1K shares | 179K | $53.99 | 20.28K |
| Q1 2020 | share | Increase | +16.91% | 2.79K shares | -198K | $47.49 | 19.28K |
| Q4 2019 | share | Decrease | -0.21% | -34 shares | 73K | $66.77 | 16.49K |
| Q3 2019 | share | Increase | +0.01% | 2 shares | 26K | $62.14 | 16.53K |
| Q2 2019 | share | Decrease | -4.76% | -826 shares | 12K | $60.34 | 16.52K |
| Q1 2019 | share | Increase | +5.66% | 930 shares | 152K | $56.5 | 17.35K |
| Q4 2018 | share | Increase | 0.00% | 16.42K shares | 873K | $50.63 | 16.42K |