SKYOAK WEALTH, LLC – iShares Preferred and Income Securities ETF Transaction History
SKYOAK WEALTH, LLC portfolio value:
$595,000
portfolio value
SKYOAK WEALTH, 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 | Increase | +13.78% | 2.27K shares | 52K | $31.67 | 18.78K |
| Q2 2022 | share | Decrease | -8.61% | -1.55K shares | -115K | $32.88 | 16.50K |
| Q1 2022 | share | Decrease | -17.97% | -3.95K shares | -210K | $36.42 | 18.06K |
| Q4 2021 | share | Increase | +0.20% | 44 shares | 15K | $39.33 | 22.01K |
| Q3 2021 | share | Decrease | -2.36% | -532 shares | -32K | $38.4 | 21.97K |
| Q2 2021 | share | Decrease | -0.24% | -55 shares | 8K | $38.47 | 22.50K |
| Q1 2021 | share | Increase | +3.34% | 729 shares | 36K | $37.11 | 22.55K |
| Q4 2020 | share | Decrease | -0.47% | -104 shares | 42K | $36.92 | 21.83K |
| Q3 2020 | share | Decrease | -7.28% | -1.72K shares | -20K | $34.46 | 21.93K |
| Q2 2020 | share | Decrease | -17.05% | -4.86K shares | -89K | $32.3 | 23.65K |
| Q1 2020 | share | Increase | +18.68% | 4.48K shares | 5K | $29.23 | 28.51K |
| Q4 2019 | share | Increase | 0.00% | 24.03K shares | 903K | $34.22 | 24.03K |