EVOLUTION WEALTH ADVISORS, LLC – iShares Preferred and Income Securities ETF Transaction History
EVOLUTION WEALTH ADVISORS, LLC portfolio value:
$445,000
portfolio value
EVOLUTION 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 | -17K | $31.67 | 14.06K | |
| Q2 2022 | share | Increase | +17.39% | 2.08K shares | 26K | $32.88 | 14.06K |
| Q1 2022 | share | Decrease | -42.35% | -8.8K shares | -383K | $36.42 | 11.98K |
| Q4 2021 | share | Increase | +4.62% | 917 shares | 48K | $39.33 | 20.78K |
| Q3 2021 | share | 0.00% | 0 shares | -10K | $38.4 | 19.86K | |
| Q2 2021 | share | 0.00% | 0 shares | 18K | $38.47 | 19.86K | |
| Q1 2021 | share | Increase | +11.76% | 2.09K shares | 79K | $37.11 | 19.86K |
| Q4 2020 | share | Increase | 0.00% | 17.77K shares | 684K | $36.92 | 17.77K |