ATTICUS WEALTH MANAGEMENT, LLC – iShares 1-5 Year Investment Grade Corporate Bond ETF Transaction History
ATTICUS WEALTH MANAGEMENT, LLC portfolio value:
$15.9M
portfolio value
ATTICUS WEALTH MANAGEMENT, LLC quarter portfolio value change:
-2.51%
quarter
iShares 1-5 Year Investment Grade Corporate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 0 | $49.28 | 314.53K | |
| Q2 2022 | share | Increase | +16.19% | 43.82K shares | 1.89M | $50.55 | 314.53K |
| Q1 2022 | share | Increase | +16.36% | 38.06K shares | 1.46M | $51.72 | 270.71K |
| Q4 2021 | share | Decrease | -44.76% | -188.48K shares | -10.47M | $53.9 | 232.64K |
| Q3 2021 | share | Increase | +190.84% | 276.33K shares | 15.07M | $54.35 | 421.13K |
| Q2 2021 | share | Increase | +7.51% | 10.11K shares | 572K | $54.31 | 144.8K |
| Q1 2021 | share | Increase | +637.87% | 116.43K shares | 6.35M | $53.96 | 134.68K |
| Q4 2020 | share | Decrease | -7.47% | -1.47K shares | -76K | $54.26 | 18.25K |
| Q3 2020 | share | Decrease | -5.00% | -1.03K shares | -53K | $53.61 | 19.72K |
| Q2 2020 | share | Decrease | -85.52% | -122.62K shares | -6.37M | $53.13 | 20.76K |
| Q1 2020 | share | Decrease | -10.52% | -16.86K shares | -1.08M | $50.52 | 143.38K |
| Q4 2019 | share | Increase | 0.00% | 160.24K shares | 8.59M | $51.49 | 160.24K |