OPES WEALTH MANAGEMENT LLC – iShares California Muni Bond ETF Transaction History
OPES WEALTH MANAGEMENT LLC portfolio value:
$10.77M
portfolio value
OPES WEALTH MANAGEMENT LLC quarter portfolio value change:
-3.97%
quarter
iShares California Muni Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5298.29% | 194.97K shares | 10.56M | $54.22 | 198.65K |
| Q2 2022 | share | Decrease | -97.52% | -144.60K shares | -8.41M | $56.46 | 3.68K |
| Q1 2022 | share | Increase | +25.76% | 30.37K shares | 1.27M | $58.18 | 148.28K |
| Q4 2021 | share | Increase | +11.76% | 12.40K shares | 800K | $62.3 | 117.90K |
| Q3 2021 | share | Increase | +30.34% | 24.55K shares | 1.48M | $61.83 | 105.50K |
| Q2 2021 | share | Decrease | -17.03% | -16.62K shares | -992K | $62.14 | 80.94K |
| Q1 2021 | share | Increase | +793.54% | 86.64K shares | 5.37M | $61.4 | 97.56K |
| Q4 2020 | share | Decrease | -56.14% | -13.97K shares | -867K | $61.93 | 10.91K |
| Q3 2020 | share | Increase | +0.05% | 13 shares | 6K | $61.15 | 24.89K |
| Q2 2020 | share | Increase | 0.00% | 24.88K shares | 1.54M | $60.66 | 24.88K |