SUMMIT WEALTH & RETIREMENT PLANNING, INC. – iShares California Muni Bond ETF Transaction History
SUMMIT WEALTH & RETIREMENT PLANNING, INC. portfolio value:
$1.00M
portfolio value
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 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 | Decrease | -10.87% | -2.25K shares | -169K | $54.22 | 18.53K |
| Q2 2022 | share | Decrease | -5.74% | -1.26K shares | -109K | $56.46 | 20.79K |
| Q1 2022 | share | Decrease | -20.32% | -5.62K shares | -442K | $58.18 | 22.05K |
| Q4 2021 | share | Decrease | -3.49% | -1.00K shares | -55K | $62.3 | 27.67K |
| Q3 2021 | share | Decrease | -0.42% | -122 shares | -24K | $61.83 | 28.67K |
| Q2 2021 | share | Decrease | -0.12% | -36 shares | 13K | $62.14 | 28.80K |
| Q1 2021 | share | Decrease | -0.63% | -183 shares | -32K | $61.4 | 28.83K |
| Q4 2020 | share | Increase | +30.75% | 6.82K shares | 438K | $61.93 | 29.02K |
| Q3 2020 | share | Increase | +10.51% | 2.11K shares | 137K | $61.15 | 22.19K |
| Q2 2020 | share | Decrease | -8.22% | -1.8K shares | -76K | $60.66 | 20.08K |
| Q1 2020 | share | Decrease | -3.78% | -860 shares | -69K | $58.76 | 21.88K |
| Q4 2019 | share | Increase | +3.03% | 668 shares | 40K | $59.26 | 22.74K |
| Q3 2019 | share | 0.00% | 0 shares | 14K | $58.92 | 22.07K | |
| Q2 2019 | share | Increase | +10.04% | 2.01K shares | 143K | $58.01 | 22.07K |
| Q1 2019 | share | Increase | +43.17% | 6.05K shares | 377K | $56.71 | 20.06K |
| Q4 2018 | share | Increase | 0.00% | 14.01K shares | 819K | $55.41 | 14.01K |