PETERSON WEALTH ADVISORS, LLC – iShares Core U.S. REIT ETF Transaction History
PETERSON WEALTH ADVISORS, LLC portfolio value:
$1.55M
portfolio value
PETERSON WEALTH ADVISORS, LLC quarter portfolio value change:
-11.05%
quarter
iShares Core U.S. REIT ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -8.75% | -3.13K shares | -361K | $47.5 | 32.72K |
| Q2 2022 | share | Decrease | -13.98% | -5.82K shares | -780K | $53.4 | 35.86K |
| Q1 2022 | share | Decrease | -2.95% | -1.26K shares | -208K | $64.65 | 41.68K |
| Q4 2021 | share | Decrease | -13.00% | -6.41K shares | 7K | $67.47 | 42.95K |
| Q3 2021 | share | Decrease | -76.68% | -162.34K shares | -9.45M | $58.65 | 49.37K |
| Q2 2021 | share | Increase | +9.64% | 18.61K shares | 2.23M | $58.09 | 211.71K |
| Q1 2021 | share | Increase | +4.51% | 8.34K shares | 1.17M | $51.87 | 193.10K |
| Q4 2020 | share | Increase | +6.40% | 11.11K shares | 1.34M | $47.62 | 184.76K |
| Q3 2020 | share | Increase | +2.73% | 4.61K shares | 245K | $42.66 | 173.64K |
| Q2 2020 | share | Increase | +9.03% | 14K shares | 1.27M | $42.06 | 169.03K |
| Q1 2020 | share | Increase | +8.91% | 12.68K shares | -1.69M | $37.62 | 155.03K |
| Q4 2019 | share | Increase | +0.65% | 926 shares | -85K | $51.82 | 142.35K |
| Q3 2019 | share | Increase | +0.02% | 35 shares | 501K | $52.2 | 141.42K |
| Q2 2019 | share | Increase | +3.75% | 5.11K shares | 218K | $48.48 | 141.39K |
| Q1 2019 | share | Increase | +6.65% | 8.5K shares | 1.40M | $47.85 | 136.27K |
| Q4 2018 | share | Increase | +13.64% | 15.33K shares | 291K | $41.14 | 127.77K |
| Q3 2018 | share | Increase | +11.20% | 11.32K shares | 470K | $44.09 | 112.44K |
| Q2 2018 | share | Increase | +4.82% | 4.64K shares | 622K | $43.62 | 101.11K |
| Q1 2018 | share | Increase | +272.14% | 70.54K shares | 3.06M | $39.6 | 96.46K |
| Q4 2017 | share | Increase | 0.00% | 25.92K shares | 1.28M | $43.13 | 25.92K |