AJ WEALTH STRATEGIES, LLC – iShares Mortgage Real Estate Capped ETF Transaction History
AJ WEALTH STRATEGIES, LLC portfolio value:
$1.15M
portfolio value
AJ WEALTH STRATEGIES, LLC quarter portfolio value change:
-21.69%
quarter
iShares Mortgage Real Estate Capped ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -319K | $20.94 | 55.08K | |
| Q2 2022 | share | Decrease | -53.27% | -62.80K shares | -2.37M | $26.74 | 55.08K |
| Q1 2022 | share | Decrease | -91.85% | -1.32M shares | -46.09M | $32.67 | 117.89K |
| Q4 2021 | share | Increase | +7.84% | 105.20K shares | 1.38M | $34.74 | 1.44M |
| Q3 2021 | share | Increase | +15.15% | 176.57K shares | 5.29M | $36.18 | 1.34M |
| Q2 2021 | share | Increase | +11.96% | 124.50K shares | 6.55M | $36.92 | 1.16M |
| Q1 2021 | share | Increase | +9.41% | 89.57K shares | 6.39M | $34.54 | 1.04M |
| Q4 2020 | share | Increase | +6.13% | 54.99K shares | 7.22M | $30.69 | 951.54K |
| Q3 2020 | share | Increase | 0.00% | 896.54K shares | 23.09M | $24.39 | 896.54K |