BDO WEALTH ADVISORS, LLC – iShares Preferred and Income Securities ETF Transaction History
BDO WEALTH ADVISORS, LLC portfolio value:
$2.63M
portfolio value
BDO WEALTH ADVISORS, LLC quarter portfolio value change:
-3.68%
quarter
iShares Preferred and Income Securities ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 0 | $31.67 | 80.25K | |
| Q2 2022 | share | Decrease | -3.24% | -2.68K shares | -382K | $32.88 | 80.25K |
| Q1 2022 | share | Decrease | -46.17% | -71.12K shares | -3.05M | $36.42 | 82.94K |
| Q4 2021 | share | Increase | +1.24% | 1.88K shares | 169K | $39.33 | 154.06K |
| Q3 2021 | share | Increase | +7.04% | 10.00K shares | 314K | $38.4 | 152.18K |
| Q2 2021 | share | Increase | +14.25% | 17.73K shares | 813K | $38.47 | 142.17K |
| Q1 2021 | share | Increase | +509.42% | 104.02K shares | 3.99M | $37.11 | 124.44K |
| Q4 2020 | share | Decrease | -18.03% | -4.49K shares | -122K | $36.92 | 20.42K |
| Q3 2020 | share | Increase | +5.99% | 1.40K shares | 94K | $34.46 | 24.91K |
| Q2 2020 | share | Decrease | -2.76% | -668 shares | 44K | $32.3 | 23.50K |
| Q1 2020 | share | Decrease | -13.56% | -3.79K shares | -281K | $29.23 | 24.17K |
| Q4 2019 | share | Increase | +25.93% | 5.75K shares | 218K | $34.22 | 27.96K |
| Q3 2019 | share | Increase | +57.64% | 8.12K shares | 314K | $33.58 | 22.20K |
| Q2 2019 | share | Increase | +17.41% | 2.08K shares | 80K | $32.54 | 14.08K |
| Q1 2019 | share | Increase | +242.93% | 8.5K shares | 319K | $31.82 | 11.99K |
| Q4 2018 | share | 0.00% | 0 shares | -10K | $29.52 | 3.49K | |
| Q3 2018 | share | 0.00% | 0 shares | -2K | $31.36 | 3.49K | |
| Q2 2018 | share | Increase | +6.00% | 198 shares | 8K | $31.41 | 3.49K |
| Q1 2018 | share | 0.00% | 0 shares | -2K | $30.83 | 3.30K | |
| Q4 2017 | share | 0.00% | 0 shares | -2K | $30.95 | 3.30K | |
| Q3 2017 | share | 0.00% | 0 shares | -1K | $31.01 | 3.30K | |
| Q2 2017 | share | Increase | 0.00% | 3.30K shares | 129K | $30.88 | 3.30K |