SOUND VIEW WEALTH ADVISORS GROUP, LLC – iShares Preferred and Income Securities ETF Transaction History
SOUND VIEW WEALTH ADVISORS GROUP, LLC portfolio value:
$2.80M
portfolio value
SOUND VIEW WEALTH ADVISORS GROUP, 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 | -1.76% | -1.58K shares | -159K | $31.67 | 88.43K |
| Q2 2022 | share | Decrease | -0.15% | -132 shares | -323K | $32.88 | 90.02K |
| Q1 2022 | share | Decrease | -5.65% | -5.4K shares | -485K | $36.42 | 90.15K |
| Q4 2021 | share | Decrease | -7.26% | -7.48K shares | -231K | $39.33 | 95.55K |
| Q3 2021 | share | Increase | +3.07% | 3.06K shares | 66K | $38.4 | 103.04K |
| Q2 2021 | share | Increase | +4.30% | 4.12K shares | 252K | $38.47 | 99.97K |
| Q1 2021 | share | Decrease | -1.67% | -1.62K shares | -73K | $37.11 | 95.85K |
| Q4 2020 | share | Decrease | -0.28% | -274 shares | 191K | $36.92 | 97.47K |
| Q3 2020 | share | Increase | +1.29% | 1.24K shares | 220K | $34.46 | 97.75K |
| Q2 2020 | share | Increase | +3.39% | 3.16K shares | 371K | $32.3 | 96.50K |
| Q1 2020 | share | Decrease | -22.47% | -27.05K shares | -1.55M | $29.23 | 93.34K |
| Q4 2019 | share | Increase | +22.15% | 21.83K shares | 827K | $34.22 | 120.39K |
| Q3 2019 | share | Increase | +7.15% | 6.57K shares | 309K | $33.58 | 98.56K |
| Q2 2019 | share | Increase | 0.00% | 91.98K shares | 3.39M | $32.54 | 91.98K |