LIBERTY WEALTH MANAGEMENT LLC – iShares Global Tech ETF Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$513,000
portfolio value
LIBERTY WEALTH MANAGEMENT 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 | -4.07% | -516 shares | -66K | $42.18 | 12.16K |
| Q2 2022 | share | Decrease | -63.92% | -22.46K shares | -1.45M | $45.7 | 12.67K |
| Q1 2022 | share | Decrease | -27.62% | -13.40K shares | -1.07M | $58.01 | 35.13K |
| Q4 2021 | share | Decrease | -7.38% | -3.86K shares | 143K | $64.65 | 48.54K |
| Q3 2021 | share | Increase | +90.03% | 24.83K shares | 1.41M | $56.66 | 52.41K |
| Q2 2021 | share | Decrease | -41.67% | -19.70K shares | -873K | $56.25 | 27.58K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $51.09 | 47.28K | |
| Q4 2020 | share | Decrease | -19.18% | -11.22K shares | -147K | $49.82 | 47.28K |
| Q3 2020 | share | Increase | +11.91% | 6.22K shares | 519K | $43.64 | 58.50K |
| Q2 2020 | share | Increase | +11.41% | 5.35K shares | 621K | $38.98 | 52.27K |
| Q1 2020 | share | Increase | +10.50% | 4.45K shares | -59K | $30.05 | 46.92K |
| Q4 2019 | share | Increase | +63.20% | 16.44K shares | 688K | $34.69 | 42.46K |
| Q3 2019 | share | Increase | +27.56% | 5.62K shares | 191K | $30.32 | 26.02K |
| Q2 2019 | share | Decrease | -15.88% | -3.85K shares | -80K | $29.42 | 20.4K |
| Q1 2019 | share | Increase | +25.72% | 4.96K shares | 228K | $27.86 | 24.25K |
| Q4 2018 | share | Increase | 0.00% | 19.29K shares | 463K | $23.46 | 19.29K |