LIBERTY WEALTH MANAGEMENT LLC – iShares Global Financials ETF Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$1.05M
portfolio value
LIBERTY WEALTH MANAGEMENT LLC quarter portfolio value change:
-6.74%
quarter
iShares Global Financials ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +6.25% | 1.01K shares | -9K | $61.31 | 17.16K |
| Q2 2022 | share | Decrease | -9.10% | -1.61K shares | -350K | $65.74 | 16.15K |
| Q1 2022 | share | Decrease | -63.76% | -31.26K shares | -2.50M | $79.45 | 17.76K |
| Q4 2021 | share | Decrease | -1.92% | -961 shares | -10K | $80.07 | 49.03K |
| Q3 2021 | share | Decrease | -2.20% | -1.12K shares | -44K | $78.45 | 49.99K |
| Q2 2021 | share | Increase | 0.00% | 51.12K shares | 3.96M | $77.61 | 51.12K |