ATTICUS WEALTH MANAGEMENT, LLC – iShares Preferred and Income Securities ETF Transaction History
ATTICUS WEALTH MANAGEMENT, LLC portfolio value:
$571,000
portfolio value
ATTICUS 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 | 0.00% | 0 shares | 0 | $31.67 | 17.38K | |
| Q2 2022 | share | Decrease | -10.45% | -2.02K shares | -136K | $32.88 | 17.38K |
| Q1 2022 | share | Increase | +8.67% | 1.54K shares | 3K | $36.42 | 19.40K |
| Q4 2021 | share | Decrease | -7.93% | -1.53K shares | -49K | $39.33 | 17.86K |
| Q3 2021 | share | Decrease | -77.45% | -66.61K shares | -2.63M | $38.4 | 19.39K |
| Q2 2021 | share | Increase | +1.73% | 1.46K shares | 137K | $38.47 | 86.01K |
| Q1 2021 | share | Increase | +5.95% | 4.74K shares | 174K | $37.11 | 84.55K |
| Q4 2020 | share | Increase | +12.35% | 8.77K shares | 484K | $36.92 | 79.80K |
| Q3 2020 | share | Increase | +15.56% | 9.56K shares | 460K | $34.46 | 71.03K |
| Q2 2020 | share | Increase | +10.27% | 5.72K shares | 354K | $32.3 | 61.47K |
| Q1 2020 | share | Decrease | -14.89% | -9.75K shares | -687K | $29.23 | 55.74K |
| Q4 2019 | share | Increase | 0.00% | 65.49K shares | 2.46M | $34.22 | 65.49K |