LIBERTY WEALTH MANAGEMENT LLC – iShares Preferred and Income Securities ETF Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$0
portfolio value
LIBERTY WEALTH MANAGEMENT LLC quarter portfolio value change:
-3.68%
quarter
iShares Preferred and Income Securities ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -100.00% | -6.13K shares | -201K | $31.67 | 0 |
| Q2 2022 | share | Increase | 0.00% | 6.13K shares | 201K | $32.88 | 6.13K |
| Q1 2022 | share | Decrease | -100.00% | -5.90K shares | -233K | $36.42 | 0 |
| Q4 2021 | share | Increase | +4.23% | 240 shares | 13K | $39.33 | 5.90K |
| Q3 2021 | share | Increase | +0.34% | 19 shares | -2K | $38.4 | 5.66K |
| Q2 2021 | share | Decrease | -0.42% | -24 shares | 7K | $38.47 | 5.65K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $37.11 | 5.67K | |
| Q4 2020 | share | Increase | +0.39% | 22 shares | 9K | $36.92 | 5.67K |
| Q3 2020 | share | Increase | +0.39% | 22 shares | 16K | $34.46 | 5.65K |
| Q2 2020 | share | Increase | +0.45% | 25 shares | 12K | $32.3 | 5.63K |
| Q1 2020 | share | Increase | +0.23% | 13 shares | -32K | $29.23 | 5.60K |
| Q4 2019 | share | Increase | +0.49% | 27 shares | 1K | $34.22 | 5.59K |
| Q3 2019 | share | Increase | +5.78% | 304 shares | 15K | $33.58 | 5.56K |
| Q2 2019 | share | Increase | +22.75% | 975 shares | 38K | $32.54 | 5.26K |
| Q1 2019 | share | Increase | +0.33% | 14 shares | 10K | $31.82 | 4.28K |
| Q4 2018 | share | Increase | 0.00% | 4.27K shares | 146K | $29.52 | 4.27K |