LIBERTY WEALTH MANAGEMENT LLC – iShares U.S. Energy ETF Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$1.39M
portfolio value
LIBERTY WEALTH MANAGEMENT LLC quarter portfolio value change:
+3.12%
quarter
iShares U.S. Energy ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -45.32% | -29.48K shares | -1.08M | $39.31 | 35.58K |
| Q2 2022 | share | Decrease | -42.67% | -48.42K shares | -2.15M | $38.12 | 65.06K |
| Q1 2022 | share | Increase | +1.28% | 1.43K shares | 1.27M | $40.92 | 113.49K |
| Q4 2021 | share | Increase | +1.02% | 1.13K shares | 224K | $30.06 | 112.05K |
| Q3 2021 | share | Decrease | -10.13% | -12.49K shares | -455K | $28.26 | 110.92K |
| Q2 2021 | share | Increase | 0.00% | 123.42K shares | 3.59M | $28.77 | 123.42K |