BERNARDO WEALTH PLANNING LLC – iShares Global Tech ETF Transaction History
BERNARDO WEALTH PLANNING LLC portfolio value:
$2.25M
portfolio value
BERNARDO WEALTH PLANNING LLC quarter portfolio value change:
-7.70%
quarter
iShares Global Tech ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -8.23% | -4.57K shares | -286K | $42.18 | 51.02K |
| Q2 2022 | share | Increase | +7.60% | 3.92K shares | -456K | $45.7 | 55.60K |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $58.01 | 51.95K | |
| Q4 2021 | share | Decrease | -1.66% | -879 shares | 352K | $64.65 | 51.95K |
| Q3 2021 | share | Decrease | -37.33% | -31.46K shares | -1.74M | $56.66 | 52.83K |
| Q2 2021 | share | Increase | +6.15% | 4.88K shares | 669K | $56.25 | 84.3K |
| Q1 2021 | share | Increase | +1.09% | 858 shares | 145K | $51.09 | 79.41K |
| Q4 2020 | share | Decrease | -18.31% | -17.61K shares | -298K | $49.82 | 78.55K |
| Q3 2020 | share | Increase | +0.58% | 552 shares | 473K | $43.64 | 96.16K |
| Q2 2020 | share | Increase | +1.11% | 1.05K shares | 879K | $38.98 | 95.61K |
| Q1 2020 | share | Decrease | -23.17% | -28.51K shares | -1.44M | $30.05 | 94.56K |
| Q4 2019 | share | Increase | +10.97% | 12.16K shares | 898K | $34.69 | 123.07K |
| Q3 2019 | share | Increase | +5.05% | 5.32K shares | 260K | $30.32 | 110.91K |
| Q2 2019 | share | Increase | +1.45% | 1.50K shares | 183K | $29.42 | 105.58K |
| Q1 2019 | share | Increase | +3.17% | 3.19K shares | 554K | $27.86 | 104.07K |
| Q4 2018 | share | Increase | 0.00% | 100.87K shares | 2.42M | $23.46 | 100.87K |