PRINCIPLE WEALTH PARTNERS LLC – iShares Preferred and Income Securities ETF Transaction History
PRINCIPLE WEALTH PARTNERS LLC portfolio value:
$430,000
portfolio value
PRINCIPLE WEALTH PARTNERS 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 | Decrease | -9.78% | -1.47K shares | -65K | $31.67 | 13.57K |
| Q2 2022 | share | Increase | +2.61% | 382 shares | -39K | $32.88 | 15.04K |
| Q1 2022 | share | Increase | +5.31% | 739 shares | -15K | $36.42 | 14.66K |
| Q4 2021 | share | Decrease | -11.69% | -1.84K shares | -63K | $39.33 | 13.92K |
| Q3 2021 | share | 0.00% | 0 shares | -8K | $38.4 | 15.76K | |
| Q2 2021 | share | Increase | +1.66% | 258 shares | 24K | $38.47 | 15.76K |
| Q1 2021 | share | Decrease | -15.56% | -2.85K shares | -111K | $37.11 | 15.51K |
| Q4 2020 | share | Increase | +89.59% | 8.67K shares | 354K | $36.92 | 18.36K |
| Q3 2020 | share | Increase | +44.86% | 3K shares | 121K | $34.46 | 9.68K |
| Q2 2020 | share | Decrease | -2.19% | -150 shares | 14K | $32.3 | 6.68K |
| Q1 2020 | share | Decrease | -5.57% | -403 shares | -54K | $29.23 | 6.83K |
| Q4 2019 | share | 0.00% | 0 shares | 0 | $34.22 | 7.24K | |
| Q3 2019 | share | Increase | 0.00% | 7.24K shares | 272K | $33.58 | 7.24K |