LIBERTY WEALTH MANAGEMENT LLC – iShares Convertible Bond ETF Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$1.18M
portfolio value
LIBERTY WEALTH MANAGEMENT LLC quarter portfolio value change:
-0.66%
quarter
iShares Convertible Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -23.03% | -5.14K shares | -364K | $68.9 | 17.20K |
| Q2 2022 | share | Increase | +384.32% | 17.74K shares | 1.16M | $69.36 | 22.35K |
| Q1 2022 | share | Increase | 0.00% | 4.61K shares | 383K | $83.32 | 4.61K |
| Q3 2021 | share | Increase | +883.12% | 680 shares | 75K | $93.42 | 757 |
| Q2 2021 | share | Increase | 0.00% | 77 shares | 1K | $95.35 | 77 |