LEGACY CAPITAL WEALTH PARTNERS, LLC – iShares Preferred and Income Securities ETF Transaction History
LEGACY CAPITAL WEALTH PARTNERS, LLC portfolio value:
$2.24M
portfolio value
LEGACY CAPITAL WEALTH PARTNERS, 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 | Increase | +1.03% | 724 shares | -62K | $31.67 | 70.84K |
| Q2 2022 | share | Increase | +11.51% | 7.23K shares | 16K | $32.88 | 70.12K |
| Q1 2022 | share | Decrease | -1.58% | -1.01K shares | -117K | $36.42 | 62.88K |
| Q4 2021 | share | Increase | +8.13% | 4.80K shares | -2.19M | $39.33 | 63.89K |
| Q3 2021 | share | Increase | 0.00% | 59.09K shares | 4.60M | $38.4 | 59.09K |
| Q2 2021 | share | Decrease | -100.00% | -60.07K shares | -2.30M | $38.47 | 0 |
| Q1 2021 | share | Increase | +0.41% | 248 shares | 3K | $37.11 | 60.07K |
| Q4 2020 | share | Increase | 0.00% | 59.82K shares | 2.30M | $36.92 | 59.82K |