TRUE PRIVATE WEALTH ADVISORS – iShares U.S. Energy ETF Transaction History
TRUE PRIVATE WEALTH ADVISORS portfolio value:
$256,000
portfolio value
TRUE PRIVATE WEALTH ADVISORS quarter portfolio value change:
+3.12%
quarter
iShares U.S. Energy ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.06% | 194 shares | 15K | $39.31 | 6.53K |
| Q2 2022 | share | Decrease | -59.22% | -9.20K shares | -434K | $38.12 | 6.34K |
| Q1 2022 | share | Decrease | -27.19% | -5.80K shares | 33K | $40.92 | 15.55K |
| Q4 2021 | share | Decrease | -19.69% | -5.23K shares | -109K | $30.06 | 21.35K |
| Q3 2021 | share | Increase | +6.95% | 1.72K shares | 28K | $28.26 | 26.59K |
| Q2 2021 | share | Increase | +28.36% | 5.49K shares | 215K | $28.77 | 24.86K |
| Q1 2021 | share | Increase | +79.70% | 8.59K shares | 290K | $25.77 | 19.37K |
| Q4 2020 | share | Increase | +7.44% | 746 shares | 58K | $19.8 | 10.77K |
| Q3 2020 | share | Increase | +23.88% | 1.93K shares | -2K | $15.46 | 10.03K |
| Q2 2020 | share | 0.00% | 0 shares | 39K | $19.06 | 8.09K | |
| Q1 2020 | share | Increase | 0.00% | 8.09K shares | 123K | $14.43 | 8.09K |
| Q3 2018 | share | Increase | 0.00% | 274.48K shares | 11.58M | $36.19 | 274.48K |