TRUE PRIVATE WEALTH ADVISORS – iShares U.S. Financial Services ETF Transaction History
TRUE PRIVATE WEALTH ADVISORS portfolio value:
$263,000
portfolio value
TRUE PRIVATE WEALTH ADVISORS quarter portfolio value change:
-4.71%
quarter
iShares U.S. Financial Services ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +12.36% | 205 shares | 18K | $141.24 | 1.86K |
| Q2 2022 | share | 0.00% | 0 shares | -37K | $148.22 | 1.65K | |
| Q1 2022 | share | 0.00% | 0 shares | -38K | $180.33 | 1.65K | |
| Q4 2021 | share | 0.00% | 0 shares | 8K | $193.45 | 1.65K | |
| Q3 2021 | share | 0.00% | 0 shares | 5K | $188.18 | 1.65K | |
| Q2 2021 | share | Decrease | -0.30% | -5 shares | 22K | $184.52 | 1.65K |
| Q1 2021 | share | 0.00% | 0 shares | 36K | $170.26 | 1.66K | |
| Q4 2020 | share | Decrease | -64.87% | -3.07K shares | -328K | $148.69 | 1.66K |
| Q3 2020 | share | Decrease | -9.85% | -517 shares | -50K | $120.22 | 4.73K |
| Q2 2020 | share | Increase | +505.65% | 4.38K shares | 538K | $117.02 | 5.25K |
| Q1 2020 | share | Increase | 0.00% | 867 shares | 89K | $100.32 | 867 |
| Q1 2016 | share | Decrease | -100.00% | -67.81K shares | -6.10M | $74.24 | 0 |