MBM WEALTH CONSULTANTS, LLC – iShares U.S. Financial Services ETF Transaction History
MBM WEALTH CONSULTANTS, LLC portfolio value:
$56,000
portfolio value
MBM WEALTH CONSULTANTS, LLC quarter portfolio value change:
-4.71%
quarter
iShares U.S. Financial Services ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.16% | -21 shares | -4K | $141.24 | 386 |
| Q2 2022 | share | Decrease | -6.22% | -27 shares | -18K | $148.22 | 407 |
| Q1 2022 | share | Decrease | -3.56% | -16 shares | -9K | $180.33 | 434 |
| Q4 2021 | share | Decrease | -26.59% | -163 shares | -28K | $193.45 | 450 |
| Q3 2021 | share | Decrease | -74.62% | -1.80K shares | -332K | $188.18 | 613 |
| Q2 2021 | share | Increase | +1.22% | 29 shares | 39K | $184.52 | 2.41K |
| Q1 2021 | share | Decrease | -4.60% | -115 shares | 33K | $170.26 | 2.38K |
| Q4 2020 | share | Increase | +0.04% | 1 shares | 70K | $148.69 | 2.50K |
| Q3 2020 | share | Decrease | -43.76% | -1.94K shares | -225K | $120.22 | 2.5K |
| Q2 2020 | share | Increase | 0.00% | 4.44K shares | 530K | $117.02 | 4.44K |