BERNARDO WEALTH PLANNING LLC – iShares U.S. Energy ETF Transaction History
BERNARDO WEALTH PLANNING LLC portfolio value:
$859,000
portfolio value
BERNARDO WEALTH PLANNING LLC quarter portfolio value change:
+3.12%
quarter
iShares U.S. Energy ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -84.70% | -102.21K shares | -3.74M | $39.31 | 18.46K |
| Q2 2022 | share | Decrease | -17.45% | -25.51K shares | -1.38M | $38.12 | 120.67K |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $40.92 | 151.53K | |
| Q4 2021 | share | Increase | +5.79% | 8.28K shares | 513K | $30.06 | 151.53K |
| Q3 2021 | share | Increase | +25.42% | 29.03K shares | 726K | $28.26 | 143.24K |
| Q2 2021 | share | Increase | 0.00% | 114.21K shares | 3.32M | $28.77 | 114.21K |